Kevin EslickCRD Number: 6029823
Current Firm: M Holdings Securities, Inc.
Kevin Eslick (CRD# 6029823) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 4 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Eslick Financial Group||Waterloo, IA||May 2012 - Current||4|
|Northwestern Mutual||Hiawatha, IA||Feb 2012 - May 2012||< 1|
|Ruffalocody||Cedar Rapids, IA||Jun 2008 - Feb 2012||3|
|Wartburg College||Waverly, IA||Sep 2004 - May 2008||3|
|Wal-mart||Cedar Falls, IA||May 2007 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management958MILLIONS
Total Number of Accounts2,758ACCOUNTS
Average Account Value$347,441
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops