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Kevin Eugene Kearney

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
236 clients
Average Client Portfolio
$617K average
Assets Under Management
$145.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

210 W. Main Street, Waunakee, WI, 53597

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is an independent insurance agent selling and servicing fixed insurance and annuities, dedicating a few hours per week to this. He also works full-time as an accountant, preparing taxes and doing accounting.

Employment History
Current Registrations
Coordinated Capital Securities, INC.
February 2024 - Present · 2 yrs
Coordinated Capital Securities, INC.Broker
April 1999 - Present · 26 yrs 10 mos
Previous Registrations
Coordinated Capital Securities, INC.
April 1999 - February 2022 · 22 yrs 10 mos
H.D. Vest Investment Securities, INC.Broker
January 1999 - May 1999 · 4 mos
Isfa CorporationBroker
October 1988 - August 1989 · 10 mos
Coordinated Capital Securities of Wi INC.Broker
September 1987 - October 1988 · 1 yr 1 mo
The Lincoln National Life Insurance CompanyBroker
October 1985 - November 1987 · 2 yrs 1 mo
Lincoln National Pension Insurance CompanyBroker
October 1985 - October 1987 · 2 yrs
Mutual Service CorporationBroker
November 1983 - September 1987 · 3 yrs 10 mos
State Registrations5 states
CAILINMIWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.