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Kevin Kraft

22 Years of Experience
Jackson, CA
1 DisclosureBrokerSells Insurance

Kevin Kraft is a registered investment advisor at LPL Financial LLC, based in Jackson, CA, with 22 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

240 North Main Street, Jackson, CA, 95642

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History

Regulatory History (1)
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
May 2019
Settled
Other Business ActivitiesSells Insurance

Kevin sells non-variable fixed insurance products, dedicating about 10% of his time to this activity. He also works as a registered investment advisor, spending nearly full-time on asset management and financial planning, and owns rental real estate properties, dedicating minimal time to these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2012 - Present · 14 yrs 1 mo
Aps Investment Management Group
May 2010 - Present · 16 yrs
Previous Registrations
Mutual Securities, INC.Broker
May 2010 - May 2012 · 2 yrs
LPL Financial Corporation
March 2005 - May 2010 · 5 yrs 2 mos
LPL Financial CorporationBroker
March 2005 - May 2010 · 5 yrs 2 mos
Financial Network Investment CorporationBroker
August 2003 - March 2005 · 1 yr 7 mos
State Registrations4 states
CACOKSVA
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.
Kevin Kraft - Financial Advisor | TrueAdvisor