Kevin O'brien (CRD# 6273183) is an Investment Advisor Representative working at Wise Planning, Inc. in Manahawkin, NJ and has over 10 years of experience in the finance industry. Kevin O'brien 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.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wise Planning, Inc. | Seattle, WA | Nov 2020 - Current | 3 |
| Ernst And Young LLP | Secaucus, NJ | May 2013 - Oct 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- WA
-
Total Assets Under Management465MILLIONS
-
Total Number of Accounts697ACCOUNTS
-
Average Account Value$667,502
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, IL, WA, WI, WY
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