KD
CFP
KD
CFP

Kevin Deaver

28 Years of Experience
Lincoln, NE
BrokerSells Insurance

Kevin Deaver is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 28 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8310 O Street, Lincoln, NE, 68510

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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 agent selling property and casualty insurance through Cornhusker Bank since 2000. He also serves as EVP of Wealth Management at Cornhusker Bank and operates Cornhusker Wealth as a DBA for his LPL business, dedicating minimal time to the latter.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2020 - Present · 6 yrs 1 mo
LPL Financial LLC
September 2020 - Present · 6 yrs 1 mo
LPL Financial LLC
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Securities America Advisors, INC.
March 2002 - September 2020 · 18 yrs 6 mos
Securities America, INC.Broker
October 2001 - September 2020 · 18 yrs 11 mos
Afs Brokerage, INC.Broker
October 2000 - October 2001 · 1 yr
Princor Financial Services CorporationBroker
May 1998 - October 2000 · 2 yrs 5 mos
Sii Investments, INC.Broker
November 1997 - May 1998 · 6 mos
State Registrations29 states
ALARAZCACODCFLGAHIIAILINKSMAMDMNMONCNDNENMNVNYOKORSDTNTXWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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