Kevin Clapham (CRD# 5460750) is an Investment Advisor Representative working at Eagle Strategies LLC in Sheridan, WY and has over 13 years of experience in the finance industry.
CRD# 6174021
Cetera Investment Advisers LLC
CRD# 3114619
D.a. Davidson & Company
CRD# 3123336
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nylife Securities LLC | Sheridan, WY | Nov 2021 - Current | 2 |
| New York Life Insurance Company | Sheridan, WY | Nov 2021 - Current | 2 |
| Eagle Strategies LLC | Sheridan, WY | Nov 2021 - Current | 2 |
| Momentum Capital Group, LLC | Sheridan, WY | Mar 2020 - Current | 4 |
| Eagle Strategies LLC | Denver, CO | Jan 2011 - Nov 2021 | 10 |
| Nylife Securities LLC | Denver, CO | Mar 2008 - Nov 2021 | 13 |
| New York Life Insurance Company | Denver, CO | Dec 2007 - Nov 2021 | 13 |
| Integrated Financial Strategies, LLC | Denver, CO | Apr 2011 - Mar 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
| S63 | Uniform Securities State Law Examination | Aug 2013 |
- CO
- TX
- WY
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.