KC
KC

Kevin Collard

11 Years of Experience
Bloomington, MN
Sells Insurance

Kevin Collard is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Bloomington, MN, with 11 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, High Net Worth, Investment Management, and 2 more. Their firm serves 3,283 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
3,283 clients
Average Client Portfolio
$560K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1K

Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.

Loading...

Location

8500 Normandale Lake Blvd, Suite 960, Bloomington, MN, 55437

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kevin owns TCG Prosperity, a DBA for advisory and insurance services, and is an agent for non-variable insurance, dedicating full-time hours during securities trading. He is also a partner in TCG Accounting, an accounting firm, and owns Duluth Vacuum Company, LLC, spending a few hours per week, and has 50% ownership in McKenzie's Bar and Grill/DCMN LLC.

Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
December 2020 - Present · 5 yrs 9 mos
Previous Registrations
Independent Advisor Alliance, LLC
November 2020 - February 2021 · 3 mos
Independent Advisor Alliance, LLC
February 2018 - November 2020 · 2 yrs 9 mos
LPL Financial LLCBroker
December 2017 - April 2021 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLC
July 2014 - May 2017 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
April 2014 - May 2017 · 3 yrs 1 mo
State Registrations2 states
FLMN
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.