Kevin GottoCRD Number: 2975561
Current Firm: Voya Financial Advisors, Inc.
Kevin Gotto (CRD# 2975561) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Sioux City, IA and has over 20 years of experience in the finance industry.
Thrivent Investment Management Inc.
Ameriprise Financial Services, Inc.
Woodbury Financial Services, Inc.
|Voya Financial Advisors||Sioux City, IA||Sep 2014 - Current||3|
|Partners Advantage-midwest LLC||Sioux City, IA||Jan 2012 - Current||6|
|Independent Brokerage Network||Sioux City, IA||May 1986 - Current||31|
|Ing Financial Partners, Inc.||Sioux City, IA||Jan 2004 - Sep 2014||10|
|Sound Mortgage Decisions||Coon Rapids, MN||Jan 2000 - Jul 2011||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1997|
|S66||NASAA Uniform Combined State Law Examination||Sep 2004|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV