Kevin Berwald is a CFP, ChFC-designated registered investment advisor, based in Kentwood, MI, with 29 years of industry experience.
Location
2687 44th Street Se, Kentwood, MI, 49512
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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 a licensed insurance agent, dedicating minimal time to selling insurance, variable, and fixed products. He also works as a National Sales Manager for Lionshare, provides sales coaching and training through Berwald Financial Enterprises, LLC, and offers sales consulting through Catalyst4Growth, dedicating about 10-20% of his time to Lionshare and a few hours per week to the other two.
Employment History
Current Registrations
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
Previous Registrations
Pacific Select Distributors, LLCBroker
Hartford Equity Sales Company INC.Broker
Jackson National Life Distributors, INC.Broker
National Planning CorporationBroker
State Registrations2 states
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