Kevin Lors
Kevin Lors is a CFP-designated registered investment advisor at Compound Planning, INC., based in Windsor Heights, IA, with 12 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,352 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compound Planning offers investment management services, but the fees are not directly charged to individual investors. Instead, Compound provides these services to financial intermediaries, who then charge their own fees to their clients. Compound also offers a Turnkey Asset Management Program (TAMP) with fees ranging from 0.25% to 2.00% of assets under management, depending on the services selected by the financial intermediary.
Location
6611 University Ave, Ste 200 PMB 100, Windsor Heights, IA, 50324
Get directionsHistory
Regulatory History (1)
Civil
March 2025Other Business Activities
Kevin is a 50% member of both Northwater LLC and Northwater Development LLC, both started in March 2014. These LLCs purchased land for crop and tower rental and residential lot development, taking minimal time each week.
Employment History
Current Registrations
Compound Planning, INC.
Previous Registrations
Choreo, LLC
State Registrations5 states
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.