Kevin Stillman (CRD# 6836177) is an Investment Advisor Representative working at Evernest Financial Advisors in Omaha, NE and has 1 year of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sanctuary Advisors, LLC | Omaha, NE | Aug 2022 - Current | 1 |
| Evernest Financial Advisors | Carmel, IN | Jun 2022 - Current | 1 |
| Orion | Omaha, NE | Aug 2017 - Jul 2022 | 4 |
| Student | Ames, IA | Aug 2012 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- IN
-
Total Assets Under Management485MILLIONS
-
Total Number of Accounts827ACCOUNTS
-
Average Account Value$586,201
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN
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