Kevin Looser
Kevin Looser is a registered investment advisor at Vestgen Advisors, LLC, based in Lakeview, OH, with 34 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 22,790 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee ranges up to a maximum of 2.5% of assets held in the account. Fees are negotiable at the firm's discretion based on criteria such as account size, asset types, and relationship history.
Fee Estimator
Location
Lakeview, OH
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Regulatory History (2)
Regulatory
June 2018Employment Separation After Allegations
September 2017Other Business ActivitiesSells Insurance
Kevin is an independent life and health insurance agent, spending about 10-20% of his time on this activity. He also facilitates a web-based counseling platform and developed an app for interpretation services, dedicating about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Vestgen Advisors, LLC
Vestgen Investment Management
Previous Registrations
Spc
Sigma Financial CorporationBroker
Berthel, Fisher & Company Financial Services, INC.Broker
Continental Capital Investment Services, INC.Broker
Key Investments INC.Broker
Society Investments, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.