Kevin Goering, financial advisor Newton KS

Kevin Goering

CRD Number: 1964142
Current Firm: Avantax Advisory Services

Kevin Goering (CRD# 1964142) is an Investment Advisor Representative working at Avantax Advisory Services in Newton, KS and has over 26 years of experience in the finance industry. Kevin Goering has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Avantax Advisory Services Lawrence, KS Jun 2003 - Current 20
Avantax Investment Services, Inc. Lawrence, KS Aug 1997 - Current 26
Kevin J Goering Cpa, P.a. Lawrence, KS May 1993 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Kevin J. Goering
Phone Number: 972-870-6000
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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