Kevin Zemann is a registered investment advisor at Little Bird Financial, LLC, based in Papillion, NE, with 7 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Family members or friends may receive reduced or waived fees. Fees may be negotiated within the stated schedule under certain circumstances.
Fee Estimator
Location
Papillion, NE
Get directionsHistory
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 →Employment History
Current Registrations
Little Bird Financial, LLC
Previous Registrations
Wealthplan Partners
Qa3 Financial LLC
Capital Analysts, Incorporated
Securities America Advisors, INC.
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.
Exams
More Advisors
- Eric Horne, CFPArc Element Wealth Design
- Elizabeth Williams, CFPCambridge Investment Research Advisors, INC.
- John Schutzius, CFPCommonwealth Financial Network
- Paul Folkers, CFP, ChFC
- Kyle Longenecker, CFPEdward Jones
- Thomas Maher, CFPWealthmark