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KF

Kevin H. Fringer

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CRD#: 2282877
KF

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 Harold Fringer was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1992. Kevin had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 22, 2013 - February 15, 2018

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
COLUMBIA, SC
Past

May 22, 2013 - February 15, 2018

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
COLUMBIA, SC
Past

January 4, 2010 - May 28, 2013

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
COLUMBIA, SC
Past

December 18, 2009 - May 28, 2013

SECURITIES AMERICA, INC.

BD
CRD#: 10205
COLUMBIA, SC
Past

May 29, 2008 - December 23, 2009

VOYA FINANCIAL PARTNERS, LLC

RIA
CRD#: 34815
LEXINGTON, SC
Past

May 19, 2008 - December 23, 2009

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
LEXINGTON, SC
Past

January 16, 2007 - May 22, 2008

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
LEXINGTON, SC
Past

January 5, 2007 - May 22, 2008

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
LEXINGTON, SC
Past

January 3, 2003 - January 16, 2007

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
LEXINGTON, SC
Past

March 1, 2002 - January 16, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
LEXINGTON, SC
Past

November 3, 1992 - February 26, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 3, 1992 - February 26, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/22/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/21/1996
General Securities Principal Examination

Current Firm


IF
INVEST FINANCIAL CORPORATION
ANDROSCOGGIN FINANCIAL SERVICES | ISFA CORPORATION | INVEST FINANCIAL CORPORATION | INVEST FINANCIAL CORP | IFC HOLDINGS, INC. | GORHAM FINANCIAL SERVICES | FIRST FEDERAL WEALTH MANAGEMENT

CRD#: 12984 / SEC#: 801-56411, 8-27691

BD
Terminated by SEC on 09/08/2018
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Contact information


Main Address
5555 Grande Market Drive Suite 300, Appleton, WI 54913-8403
Mailing Address
Phone number
Established
Delaware since 02/12/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

TERMINATED IFC FORM ADV PART 2A (3/29/2018)

Direct owners and executive officers


NamePositionCRD#
NATIONAL PLANNING HOLDINGS, INC.SHAREHOLDER
COLEMAN, CAREN LESLIEVICE PRESIDENT4298287
COLLINS, MAURA KATHRYNSENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER - NATIONAL PLANNING HOLDINGS4761732
DOWDEN, STEVEN HOWARDPRESIDENT, CEO, DIRECTOR; NPH PRESIDENT & CEO2666894
GUNDERSON, GERRY ANPH GENERAL COUNSEL & SVP OF REGULATORY AFFAIRS2448501
HARRIS, BRADLEY OLANDIRECTOR6589930
LAMBRECHTS, VANESSA MARIE RODRIGUEZVP, FINOP, CONTROLLER4800775
MCCALLOP, PATRICIA ANNNPH AND NPC SVP & CHIEF COMPLIANCE OFFICER5059176
MILLER, JAMES PETERNPH SVP, OPERATIONS; INTERIM CHIEF OPERATIONS OFFICER-INVEST1955960
WHITED, SANDRA RENEECCO-INVEST; 1ST VICE PRESIDENT-COMPLIANCE2444134

Disclosures


Regulatory Event11
Arbitration20
Bond2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INVEST FINANCIAL CORPORATION

CRD#: 12984

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