Robert Kevin Mckelvey
Professional Summary
Robert Kevin Mckelvey was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1970 - 2017. Robert had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 15, PC, Series 1, Series 24 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
58 years in the financial services industry
Current & Past Employments
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Current Firm
ADVISORS DISCOUNT SECURITIES, INC. | NORTH CENTRAL SECURITIES, INC. | EMERGENT FINANCIAL GROUP, INC. | EMERGENT FINANCIAL GROUP, INC | EMERGENT FINANCIAL GROUP , INC. | COCOON INVESTMENT MANAGEMENT
Contact Information
Main Address
3600 American Boulevard West Suite 670, Bloomington, MN 55431-4511Established
Minnesota since 12/05/1994Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| VTMW CAPITAL MANAGEMENT, LTD. | 100% DIRECT OWNER | — |
| GOETSCH, MICHAEL RAY | PRESIDENT | 1807841 |
| JENKINS, CYNTHIA MADELYN | FINANCIAL AND OPERATIONS PRINCIPAL | 706510 |
| MCKELVEY, ROBERT KEVIN | CHIEF INVESTMENT OFFICER, CHAIRMAN OF THE BOARD, CHIEF COMPLIANCE OFFICER | 328695 |
| VOLDNESS, PETER BRIAN | CHIEF EXECUTIVE OFFICER | 872727 |
Disclosures
Regulatory Event
2Arbitration
1Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 15 — Foreign Currency Options Examination
Passed Oct 1988PC — AMEX Put and Call Exam
Passed Aug 1982Series 1 — Registered Representative Examination
Passed Jul 1968Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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