Kevin Boyd, financial advisor Bloomington MN

Kevin Boyd

CRD Number: 5521170
Current Firm: Kmb Wealth Management, LLC

Kevin Boyd (CRD# 5521170) is an Investment Advisor Representative working at Kmb Wealth Management, LLC in Bloomington, MN and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Kmb Wealth Management, LLC Bloomington, MN Mar 2020 - Current 4
Ubs Financial Services, Inc. Minneapolis, MN Jun 2010 - Mar 2020 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Kevin M. Boyd
Phone Number: 651-802-6088
Firm Website: https://kmbwealth.com
Registered State(s):
  • MN
Current Firm Details
Kmb Wealth Management, LLC
Firm's CRD Number: 309053
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $158,526
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MN

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