Kevin Theissen, financial advisor Ludlow VT

Kevin Theissen

CRD Number: 3228847
Current Firm: Hwc Financial

Kevin Theissen (CRD# 3228847) is an Investment Advisor Representative working at Hwc Financial in Ludlow, VT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Hwc, Llc Dba Hwc Financial Ludlow, VT Oct 2018 - Current 5
Skygate Financial Group, LLC Chester, VT Jan 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Kevin M. Theissen
Phone Number: (802) 293-7663
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    45
    MILLIONS
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $167,972
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

VT

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