Kevin
Roche

Lifemark Securities Corp

CRD#3271142
Investment Advisor
in Hibbing, MN

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About this Advisor

Kevin Roche is a financial advisor based in Hibbing, Minnesota, working with Lifemark Securities Corp. Kevin has previously held positions at Lifemark Securities Corp, Bridge Financial Services Group, Roche Financial Education And Strategies Inc, Foresters Equity Services, Inc, and Tollefson's Retail Group. Kevin has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Kevin is part of Lifemark Securities Corp, which operates out of Hibbing, Minnesota. The firm has 66 offices and 86 employees. The firm manages assets totaling $246.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Lifemark Securities Corp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2022 1St Avenue
Hibbing, MN 55746

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$246,107,839

MN Average: $7,464,549,021
Total Number of Employees

86

MN Average: 88
Total Number of Accounts

1,231

MN Average: 3,892
Average Account Size

$199,925

MN Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kevin Roche Work History

2018 - Present (7 years)

Lifemark Securities Corp

2011 - Present (14 years)

Bridge Financial Services Group

2011 - Present (14 years)

Roche Financial Education And Strategies Inc

2009 - Present (16 years)

Tollefson'S Retail Group

2013 - 2018 (5 years)

Foresters Equity Services, Inc

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Disclosures

Please visit the SEC profile of Kevin Roche 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 Lifemark Securities Corp

Patrick Durst
Littleton, CO
Alan Mcclure
Baton Rouge, LA
Brendan Schafer
Valparaiso, IN
David Iobst
Bear, DE
Camille Toschi
Rochester, NY
Cathy Cristman
Little Falls, NY
Angelo Odore
Pearl River, NY
Bon Koo
Rochester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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