KO
CFP
KO
CFP
Kevin O'neill is a CFP-designated registered investment advisor, based in Troy, MI, with 24 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3310 W. Big Beaver Rd, Suite 137, Troy, MI, 48084
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2012Denied
Other Business ActivitiesSells Insurance
Kevin sells traditional contracts with various insurance companies and represents Mutual of Omaha products. He is also involved with Strategic Planning Concepts LLC, a financial services/consulting business.
Employment History
Current Registrations
Sigma Financial CorporationBroker
June 2004 - Present · 22 yrs 4 mos
Spc
June 2004 - Present · 22 yrs 4 mos
Previous Registrations
Lincoln Financial Advisors Corporation
February 2004 - June 2004 · 4 mos
The Lincoln National Life Insurance CompanyBroker
October 2001 - June 2004 · 2 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
October 2001 - June 2004 · 2 yrs 8 mos
State Registrations25 states
ALAZCACODCFLGAILINMAMDMIMNMONCNJOHOKORPASCTNTXVAWI
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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