Kevin J. Delaere

GK PRIVATE WEALTH PARTNERS LLC

Troy, MI 48098

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CRD#: 4587499

Professional summary

Kevin Jeffrey Delaere, CFP® is a registered financial advisor currently at GK PRIVATE WEALTH PARTNERS LLC located in Troy, Michigan.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kevin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Tax Planning

What is your minimum asset requirement?

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.

Name: Groen, Kluka & Company Investment related: Yes Address: 5600 New King Drive, Suite 300 Troy, Michigan 48098 Nature: Tax Services Position: Shareholder Title: Shareholder Start date: 08/1994 Hours per month: average of 50 per month Hours per month during securities trading hours: 45 hours during securities trading hours Duties: Preparation of financial statements & tax returns for individuals and small businesses

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Jeffrey Delaere'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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

July 13, 2023 - Present

GK PRIVATE WEALTH PARTNERS LLC

Office #1: 5600 New King Drive Suite 300, Troy, MI 48098

RIA

CRD#: 326647

Troy, MI

Past

May 18, 2010 - July 26, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

TROY, MI

Past

December 1, 2003 - July 26, 2023

LPL FINANCIAL LLC

CRD#: 6413

TROY, MI

Past

October 24, 2002 - December 3, 2003

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

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

Florida
(10/9/2024)

IAR

Michigan
(7/13/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/28/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/23/2002

General Securities Representative Examination

Current Firm

GK PRIVATE WEALTH PARTNERS LLC

CRD#: 326647 / SEC#:

Florida

Registered Investment Advisory firm - (10/9/2024 Approved)

Michigan

Registered Investment Advisory firm - (6/23/2023 Approved)

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Contact information

Main Address

5600 New King Drive Suite 300, Troy, MI 48098

Mailing Address

Phone number

(248) 404-2766

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 14,265,219

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Kevin J. Delaere

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Jeffrey Delaere's CRS (Customer Relationship Summary).

Certified licenses

Experience

GK PRIVATE WEALTH PARTNERS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

VERAVEST INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2002

SIE

Date: 10/1/2018

Series 7

Date: 10/23/2002

Current Firm

GK PRIVATE WEALTH PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GK PRIVATE WEALTH PARTNERS LLC

TRUST BUT VERIFY

Contact information

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