Kevin Perlberg (CRD# 1424365) is an Investment Advisor Representative working at Blackhawk Capital Partners, LLC in Thiensville, WI and has over 37 years of experience in the finance industry. Kevin Perlberg 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# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kblake126 | Scottsdale, AZ | Dec 2019 - Current | 4 |
| Kpdt, LLC | Thiensville, WI | Jan 2015 - Current | 9 |
| Daktori | Dallas, TX | Oct 2014 - Current | 9 |
| Lion Street | Thiensville, WI | Aug 2013 - Current | 10 |
| Blackhawk Capital Partners, LLC | Thiensville, WI | Jun 2011 - Current | 12 |
| United Planners' Financial Services | Scottsdale, AZ | Feb 2011 - Current | 13 |
| Blackhawk Capital Partners, LLC | Thiensville, WI | Jan 2011 - Current | 13 |
| Blackhawk Capital Partners, LLC | Thiensville, WI | Jan 1984 - Current | 40 |
| Calamo, LLC | Thiensville, WI | Jun 2013 - May 2021 | 7 |
| Kp Investment Real Estate | Milwaukee, WI | May 1989 - Dec 2014 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- TX
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Total Assets Under Management244MILLIONS
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Total Number of Accounts671ACCOUNTS
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Average Account Value$363,852
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CO, FL, IL, IN, TX, WI
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