Kevin Bay Investments, LLC

Kevin Bay Investments, LLC (CRD# 144987) is a financial advisory firm headquartered in Pewaukee, WI. They manage $148,917,625 in 798 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    798
    ACCOUNTS
  • Average Account Value
    $186,614
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MN, NE, TX, WI

Financial Advisors at Kevin Bay Investments, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jan B. Cliff
CRD#: 1661650
285 Forest Grove Drive, Suite 105, Pewaukee, WI 53072
96
Wealthminder
score

Jan Cliff (CRD# 1661650) is an Investment Advisor Representative working at Kevin Bay Investments, LLC in Pewaukee, WI and has over 30 years of experience in the finance industry.

2
Terry J. Mezera
CRD#: 5808893
285 Forest Grove Drive, Suite 105, Pewaukee, WI 53072
96
Wealthminder
score

Terry Mezera (CRD# 5808893) is an Investment Advisor Representative working at Kevin Bay Investments, LLC in Pewaukee, WI and has over 7 years of experience in the finance industry.

3
Kevin J. Bay
CRD#: 1617238
285 Forest Grove Drive, Suite 105, Pewaukee, WI 53072
93
Wealthminder
score

Kevin Bay (CRD# 1617238) is an Investment Advisor Representative working at Kevin Bay Investments, LLC in Pewaukee, WI and has over 30 years of experience in the finance industry.

4
Lloyd M. Frick
CRD#: 5649297
285 Forest Grove Drive, Suite 105, Pewaukee, WI 53072
93
Wealthminder
score

Lloyd Frick (CRD# 5649297) is an Investment Advisor Representative working at Kevin Bay Investments, LLC in Pewaukee, WI and has over 8 years of experience in the finance industry.

5
Adam S. Ryback
CRD#: 6108625
285 Forest Grove Drive, Suite 105, Pewaukee, WI 53072
90
Wealthminder
score

Adam Ryback (CRD# 6108625) is an Investment Advisor Representative working at Kevin Bay Investments, LLC in Pewaukee, WI and has over 5 years of experience in the finance industry.

6
Richard D. Hewitt
CRD#: 6377864
285 Forest Grove Drive, Suite 105, Pewaukee, WI 53072
88
Wealthminder
score

Richard Hewitt (CRD# 6377864) is an Investment Advisor Representative working at Kevin Bay Investments, LLC in Pewaukee, WI and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.