Kevin KonkolCRD Number: 5435143
Current Firm: Investment Centers Of America, Inc.
Kevin Konkol (CRD# 5435143) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Waupaca, WI and has over 10 years of experience in the finance industry.
Cetera Advisors LLC
Financial Services Of Northeast Wisconsin, Inc.
Ameriprise Financial Services, Inc.
|Investment Centers Of America||New London, WI||Jan 2009 - Current||8|
|First State Bank||New London, WI||Sep 2007 - Current||9|
|Konkol Farms||Amherst, WI||Jun 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2007|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management3,133MILLIONS
Total Number of Accounts23,134ACCOUNTS
Average Account Value$135,424
- 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)
- 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