Kevin Eslick, financial advisor Waterloo IA
90 score

Kevin Eslick

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kevin M. Eslick
Phone Number: 800-656-6960
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    958
    MILLIONS
  • Total Number of Accounts
    2,758
    ACCOUNTS
  • Average Account Value
    $347,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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