KW
KW
Kevin Wilson
22 Years of Experience
Evansville, IN
10 DisclosuresMay Earn Commission
Kevin Wilson is a registered investment advisor at Ollie Grant Private Wealth, based in Evansville, IN, with 22 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1 clients with $5.8M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
1 client
Average Client Portfolio
$5.8M average
Assets Under Management
$5.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.95% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
123 NW 4th Street, Suite 14, Evansville, IN, 47708
Get directionsHistory
Regulatory History (10)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2022Settled
Customer Dispute
May 2022Settled
Customer Dispute
May 2022Settled
Customer Dispute
February 2021Settled
Customer Dispute
January 2021Withdrawn
Customer Dispute
May 2019Settled
Customer Dispute
April 2019Award / Judgment
Customer Dispute
April 2019Settled
Customer Dispute
October 2018Settled
Customer Dispute
December 2017Closed-No Action
Employment History
Current Registrations
Ollie Grant Private Wealth
December 2025 - Present · 5 mos
Previous Registrations
Sw FinancialBroker
October 2021 - May 2022 · 7 mos
Worden Capital Management LLCBroker
November 2019 - October 2021 · 1 yr 11 mos
National Securities CorporationBroker
August 2017 - December 2019 · 2 yrs 4 mos
Laidlaw & Company (UK) LTD.Broker
October 2010 - September 2017 · 6 yrs 11 mos
Aegis Capital CORP.Broker
December 2008 - November 2010 · 1 yr 11 mos
Gilford Securities IncorporatedBroker
August 2006 - January 2009 · 2 yrs 5 mos
Westminster Securities CorporationBroker
March 2005 - September 2006 · 1 yr 6 mos
Kuhns Brothers Securities CorporationBroker
November 2002 - March 2003 · 4 mos
Casimir Capital L.P.Broker
June 2001 - April 2005 · 3 yrs 10 mos
Sands Brothers & CO., LTD.Broker
November 1999 - July 2001 · 1 yr 8 mos
State Registrations1 state
IN
Advisor
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.