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 29 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 6 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 29 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 7 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 4 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 2 years of experience in the finance industry.

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