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KC

Kevin J. Cornish

BUCKLER WEALTH MANAGEMENT
COATESVILLE, PA
Some features on this profile are disabled
CRD#: 3154839
KC

Professional summary

Kevin John Cornish is a registered financial advisor currently at BUCKLER WEALTH MANAGEMENT, LLC located in Coatesville, Pennsylvania.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kevin has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Kevin John Cornish's 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

November 24, 2025 - Present

BUCKLER WEALTH MANAGEMENT, LLC

RIA
CRD#: 332591
COATESVILLE, PA
Past

October 14, 2010 - December 1, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
NEWTOWN SQUARE, PA
Past

October 14, 2010 - December 1, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
NEWTOWN SQUARE, PA
Past

February 13, 2009 - February 26, 2010

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
LINTHICUM, MD
Past

November 26, 2008 - February 26, 2010

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
LINTHICUM, MD
Past

May 10, 2007 - November 25, 2008

RONALD BLUE & CO., LLC

RIA
CRD#: 104605
HUNT VALLEY, MD

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(11/24/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/18/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/9/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/2009
General Securities Representative Examination

Current Firm

BW
BUCKLER WEALTH MANAGEMENT, LLC
BUCKLER WEALTH MANAGEMENT, LLC

CRD#: 332591 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (11/24/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Coatesville, PA
Mailing Address
Phone number
(610) 675-4342
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

BUCKLER WEALTH MANAGEMENT, LLC

CRD#: 332591Coatesville, PA

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