KS
KS

Kevin Sletten

21 Years of Experience
Peoria Heights, IL
Broker

Kevin Sletten is a registered investment advisor at Raymond James & Associates, INC., based in Peoria Heights, IL, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4541 N Prospect Road, Ste 400, Peoria Heights, IL, 61616

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin is a partner in a restaurant company (Abreo Catering, LLC) and a partner in Hilltop Partners V LLC, but spends minimal time on these. He also leads the investment council for the local Boy Scout Council, owns an LLC to buy a personal use airplane, and co-owns a vacation condo that is rented out.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2011 - Present · 14 yrs 9 mos
Raymond James & Associates, INC.
August 2011 - Present · 14 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
May 2005 - August 2011 · 6 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
March 2005 - August 2011 · 6 yrs 5 mos
State Registrations37 states
ALARAZCACOCTDCFLGAIAILINKSKYMAMDMIMNMOMSMTNCNJNYOHOKORPARISCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.