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. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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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
LPL Financial LLC
September 2020 - Present · 6 yrs
LPL Financial LLC
September 2020 - Present · 6 yrs
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.