Kevin
Mcgrew
Rubinbrown Advisors LLC
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About this Advisor
Kevin Mcgrew is a certified financial planner, personal financial specialist and chartered financial analyst working out of Leawood, Kansas with 3 years of industry experience. Mcgrew is currently employed by Rubinbrown Advisors LLC. Over the course of their career, Mcgrew has held roles at Wealth Management Advisors, Inc and Rubinbrown Advisors, LLC. Mcgrew has a Series 63 license, certifying them as a securities representative, and is able to work in Kansas and Texas. Rubinbrown Advisors LLC is a financial advisory business based out of Saint Louis, MO. The investment advisory business has offices in four locations and a total of 29 people on staff. It administers $2 billion in assets between its 3,379 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 3,379 client accounts, 65% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically depend on the type of services offered. However, fees charged by Rubinbrown Advisors LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rubinbrown Advisors LLC Brokerage Details
$2,115,190,668
29
3,379
$625,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Kevin Mcgrew Work History
Kevin has been registered as a financial advisor for 3 years.*
Rubinbrown Advisors, LLC
Wealth Management Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Mcgrew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rubinbrown Advisors LLC
Saint Louis, MO
Denver, CO
Saint Louis, MO
Denver, CO
Saint Louis, MO
Leawood, KS
Leawood, KS
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
