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KH

Kevin L. Hissong

RETIREONE INVESTMENT SERVICES
Louisville, KY 40202
Some features on this profile are disabled
CRD#: 3032454
KH

Professional summary

Kevin Lee Hissong is a registered financial professional currently at RETIREONE INVESTMENT SERVICES, LLC located in Louisville, Kentucky.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1999. Kevin has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 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) - BD

Click below to view Kevin Lee Hissong's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

October 24, 2024 - Present

RETIREONE INVESTMENT SERVICES, LLC

Office #1: 222 South 1st Street, Suite 600, Louisville, KY 40202
BD
CRD#: 269923
Louisville, KY
Past

July 14, 2020 - February 18, 2022

RETIREONE INVESTMENT SERVICES, LLC

BD
CRD#: 269923
LOUISVILLE, KY
Past

July 8, 2016 - July 7, 2020

PORTSMOUTH FINANCIAL SERVICES

BD
CRD#: 13980
Louisville, KY
Past

May 2, 2016 - July 6, 2016

PROTECTED INVESTORS OF AMERICA

BD
CRD#: 6082
LOUISVILLE, KY
Past

April 8, 2013 - August 17, 2015

PROTECTED INVESTORS OF AMERICA

BD
CRD#: 6082
LOUISVILLE, KY
Past

June 17, 2009 - September 14, 2011

EDWARD JONES

RIA
CRD#: 250
LOUISVILLE, KY
Past

April 7, 2009 - September 14, 2011

EDWARD JONES

BD
CRD#: 250
LOUISVILLE, KY
Past

August 30, 2001 - November 24, 2008

JEFFERSON NATIONAL SECURITIES CORPORATION

BD
CRD#: 47582
LOUISVILLE, KY
Past

November 8, 1999 - November 15, 2000

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

January 19, 1999 - September 14, 1999

ARM SECURITIES CORPORATION

BD
CRD#: 932
MINOT, ND

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
RR
IAR
Series 66
Date: 6/12/2009
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/1/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/30/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/3/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/19/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 7/11/2013
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RI
RETIREONE INVESTMENT SERVICES, LLC
EF LEGACY SECURITIES, LLC | RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923 / SEC#: , 8-69640

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
222 South 1st Street, Suite 600, Louisville, KY 40202
Mailing Address
222 South 1st Street, Suite 600, Louisville, KY 40202
Phone number
(877) 575-2742
Established
Delaware since 05/05/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
RETIREONE, INC.OWNER
GILMAN, ROBERT CRAIGFINOP, PFO1738412
GRAY, LEVEN RAINEYCHIEF COMPLIANCE OFFICER707493
MERCIER, EDWARD JAMESCHIEF EXECUTIVE OFFICER1370339

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

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923Louisville, KY 40202

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