Kevin Conard is a registered investment advisor at Cetera Planning Partners, based in Leawood, KS, with 24 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,849 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.
Fee Estimator
Location
11460 Tomahawk Creek Pkwy, Suite 400, Leawood, KS, 66211
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other Business Activities
Kevin is a partner in Griswold LLC, a real estate investment property, since 2015. He spends minimal time on this activity, and none during trading hours.
Employment History
Current Registrations
Cetera Planning Partners
Previous Registrations
Blooom, INC.
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations2 states
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
- Paul Dreher, CFPCetera Planning Partners
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- Michael Russell, CFPCetera Planning Partners
- Ryan Costello, CFPCetera Planning Partners