Kevin Gustafson Financial
Kevin Gustafson Financial (CRD# 138045) is a financial advisory firm headquartered in Neenah, WI. They manage $6,500,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Kevin Gustafson Financial
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts25ACCOUNTS
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Average Account Value$260,000
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
Types of Clients
Registered States

Registered Investment Advisor
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.
WI
Financial Advisors at Kevin Gustafson Financial
No Advisor Found.
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