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KD

Kevin J. Deans

KFA PRIVATE WEALTH GROUP
Tyson, VA 22102-5151
Some features on this profile are disabled
CRD#: 5083314
KD

Professional summary


Kevin John Deans is a registered financial advisor currently at KFA PRIVATE WEALTH GROUP, LLC located in Tyson, Virginia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kevin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
Aperture Coffee Roasters: Investor. D2K ENTERPRISES: LLC FOR 1099 INCOME; OWNER; BRAMBLETON, VA; START DATE 01/2023; 0 HRS/MTH; NOT INVESTMENT RELATED. Stars Showcase Baseball: Paid Coach; MANASSAS, VA; START DATE 01/2024; 12 HRS/MTH; NOT INVESTMENT RELATED.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kevin John Deans'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 29, 2015 - Present

KFA PRIVATE WEALTH GROUP, LLC

Office #1: 8350 Broad St. Suite 220, Tyson, VA 22102-5151
RIA
CRD#: 281678
Tyson, VA
Past

January 2, 2018 - October 2, 2023

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
Vienna, VA
Past

November 3, 2015 - December 31, 2017

SPIRE SECURITIES, LLC

BD
CRD#: 144131
Vienna, VA
Past

May 5, 2006 - November 10, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
VIENNA, VA
Past

April 18, 2006 - November 10, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
VIENNA, VA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KFA PRIVATE WEALTH GROUP, LLC
CORA ADVISORS, LLC | KFA PRIVATE WEALTH GROUP, LLC

CRD#: 281678 / SEC#: 801-106726

RIA
Registered Investment Advisory firm - (10/2/2015 Approved)

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
Texas
(10/29/2015)
IAR
Virginia
(10/29/2015)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/4/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KP
KFA PRIVATE WEALTH GROUP, LLC
CORA ADVISORS, LLC | KFA PRIVATE WEALTH GROUP, LLC

CRD#: 281678 / SEC#: 801-106726

RIA
Registered Investment Advisory firm - (10/2/2015 Approved)
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Contact information


Main Address
8350 Broad St. Suite 220, Tyson, VA 22102-5151
Mailing Address
Phone number
(571) 386-2029
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (20 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KFA PRIVATE WEALTH GROUP WRAP PROGRAM (3/26/2025)

Regulatory assets under management


Total Number of Accounts2,816
AUM (Assets Under Management)$ 676,281,899

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


KFA PRIVATE WEALTH GROUP, LLC

CRD#: 281678Tyson, VA 22102-5151

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