Edward Jones

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Waddell & Reed is a financial planning firm located in Mankato, MN, dedicated to helping clients achieve their financial goals. With a team of experienced professionals, they offer personalized investment strategies, retirement planning, and wealth management services. Their focus is on building lasting relationships and providing tailored solutions to meet each client's unique needs. Generated from this place's information

Kevin brings 5 years of Insurance experience to his position of Wealth Advisor and is a graduate of Iowa Lakes Community College and the University of Minnesota Crookston. Kevin holds Series 7 and Series 66 securities registrations with LPL Financial.Kevin enjoys helping people pursue their financial goals by first building a relationship, then helping build a plan that is tailored to their unique situation in life. Kevin says, I spend time getting to know you and aim at building trust to develop a plan and maximize the many tools and resources at LPL Financial, my goal is to help you work toward reaching your goalsKevin is described as authentic and is very passionate about helping people, he brings energy into his daily work and into working in the community. Kevin is a volunteer coach for New Ulm Cathedral High School in the basketball arena and in the weight rooms and open gym. He also helps with the yearly fundraiser.