Kevin Ramsier (CRD# 2418666) is an Investment Advisor Representative working at Ux Wealth Partners LLC in Centennial, CO and has over 30 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thor Financial Technologies, LLC | Greensburg, PA | Sep 2020 - Current | 3 |
| Ux Wealth Partners LLC | Centennial, CO | Apr 2020 - Current | 4 |
| Etf Advisors | Pittsburgh, PA | Apr 2020 - Current | 4 |
| Thor Analytics | Denver, CO | May 2019 - Current | 4 |
| Exact Strategies, LLC | Akron, OH | Apr 2017 - Mar 2021 | 3 |
| Vesticor | Lansing, MI | Mar 2015 - Jun 2018 | 3 |
| Advisory Group Equity Services Ltd | Woburn, MA | Jan 2016 - Oct 2017 | 1 |
| Infinity Captial Management | Lansing, MI | Dec 2015 - Oct 2017 | 1 |
| F Squared | Wellesley, MA | Feb 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- CO
- NC
- OH
-
Total Assets Under Management1,504MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$31,989,504
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, NC, NV, OH
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