Kevin Stevens is a CFP-designated registered investment advisor, based in Dubuque, IA, with 33 years of industry experience.
Location
600 Star Brewery Drive, Suite 110, Dubuque, IA, 52001
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is an insurance agent for Tricor, Inc. since 2002, spending about 10-20% of his time on sales and service of life insurance and employee 401k education. He also serves on the board of Area Residential Care and as a board trustee for Dubuque County, and is president of Pointhouse LLC, a short-term rental property.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Honkamp Krueger Financial Services INC
Concourse Financial Group Securities, INC.Broker
Woodbury Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations22 states
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