Kevin
Flynn

Newedge Advisors

CRD#2740163
Investment Advisor
in Hudson, WI

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About this Advisor

Kevin Flynn is a financial advisor based in Hudson, Wisconsin, working with Newedge Advisors. Kevin has previously held positions at Edward Jones, Investment Centers Of America, Inc, Lpl Financial LLC, and Gwm Advisors, LLC Dba Cpr Wealth Advisors. Kevin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota and Wisconsin. Currently, Kevin is part of Newedge Advisors, which operates out of Hudson, Wisconsin. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

900 Crest View Drive Suite 230
Hudson, WI 54016

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Newedge Advisors Brokerage Details

Total Assets Under Management

$18,432,430,824

WI Average: $486,181,852
Total Number of Employees

570

WI Average: 13
Total Number of Accounts

62,249

WI Average: 722
Average Account Size

$296,108

WI Average: $673,382

Investment Advisory Services

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

Kevin Flynn Work History

2018 - Present (7 years)

Gwm Advisors, LLC Dba Cpr Wealth Advisors

2017 - Present (8 years)

Lpl Financial LLC

2015 - 2017 (2 years)

Investment Centers Of America, Inc

2014 - 2014 (< 1 year)

Edward Jones

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kevin Flynn 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 Newedge Advisors

George Sins
New Orleans, LA
Michael Allison
Saint Simons Island, GA
Anthony Baruffi
Bellevue, WA
Crystal Groover
New Orleans, LA
Lauren Williams
Rancho Cordova, CA
Kody Followwill
New Orleans, LA
Maxwell Sprigg
New Orleans, LA
Gerald Goss
New Orleans, LA

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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