KD
KD

Kevin Deans

20 Years of Experience
Tyson, VA
2 Disclosures

Kevin Deans is a registered investment advisor at Kfa Private Wealth Group, LLC, based in Tyson, VA, with 20 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 823 clients with $830M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
823 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$830.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

KFA Private Wealth Group offers investment management and wealth management services through wrapped accounts. KFA Private Wealth Group does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

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Location

8350 Broad St., Suite 220, Tyson, VA, 22102-5151

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History

Regulatory History (2)
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Customer Dispute
August 2007
Settled
Criminal
May 1995
Final Disposition
Other Business Activities

Kevin is an investor in Aperture Coffee Roasters and the owner of D2K Enterprises LLC, which he uses for 1099 income, dedicating minimal time. He also works as a paid baseball coach, spending a few hours per week on this activity.

Employment History
Current Registrations
Kfa Private Wealth Group, LLC
October 2015 - Present · 11 yrs
Previous Registrations
Arete Wealth Management, LLCBroker
January 2018 - October 2023 · 5 yrs 9 mos
Spire Securities, LLCBroker
November 2015 - December 2017 · 2 yrs 1 mo
Ameriprise Financial Services, INC.
May 2006 - November 2015 · 9 yrs 6 mos
Ameriprise Financial Services, INC.Broker
April 2006 - November 2015 · 9 yrs 7 mos
State Registrations2 states
TXVA
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.
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