Kevin D. Voigts
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kevin Douglas Voigts, CFP® was a registered financial professional .
Kevin is a previously registered financial professional and started their career in finance in 1986. Kevin had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 51, Series 26 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2003
Experience
September 19, 2018 - August 1, 2022
INTEGRATED FINANCIAL PLANNING SERVICES
February 1, 2017 - May 25, 2018
CUNA BROKERAGE SERVICES, INC.
February 1, 2017 - May 25, 2018
CUNA BROKERAGE SERVICES, INC.
October 1, 2014 - January 11, 2017
ALLSTATE FINANCIAL SERVICES, LLC
March 25, 2014 - August 20, 2014
STATE FARM VP MANAGEMENT CORP.
January 13, 2012 - January 27, 2014
INTEGRATED FINANCIAL PLANNING SERVICES
January 11, 2007 - October 4, 2007
STATE FARM INVESTMENT MANAGEMENT CORP.
November 16, 2004 - June 27, 2005
STATE FARM INVESTMENT MANAGEMENT CORP.
September 18, 2000 - May 3, 2011
STATE FARM VP MANAGEMENT CORP.
October 3, 1997 - February 3, 1998
ESSEX NATIONAL SECURITIES, LLC
August 13, 1996 - October 21, 1997
INTEGRATED FINANCIAL PLANNING SERVICES
July 22, 1993 - August 14, 1996
TITAN/VALUE EQUITIES GROUP, INC.
June 11, 1991 - July 22, 1993
CENTURY INVESTORS OF AMERICA, INC.
January 2, 1991 - June 11, 1991
CUNA BROKERAGE SERVICES, INC.
December 21, 1989 - December 31, 1990
CENTURY INVESTORS OF AMERICA, INC.
November 10, 1986 - January 1, 1990
CONSOLIDATED INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
INTEGRATED FINANCIAL PLANNING SERVICES
CRD#: 17935 / SEC#: 801-132001, 8-35120
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INTEGRATED FINANCIAL PLANNING SERVICES
CRD#: 17935 / SEC#: 801-132001, 8-35120
Contact information
SEC notice filing (1 States and Territories)
FINRA licenses (36 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 2 |
Red Flags
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