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Kevin N. Richards

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CRD#: 5157291
KR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Neal Richards, who also goes by Kevin Richards, was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 2008. Kevin had worked at 4 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kevin Richards

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.
Simplified Insurance Services DBA KRWM Insurance Services; INVESTMENT-RELATED;LAGUNA Niguel, CA ; Start 04/2017; INSURANCE; SALES AGENT FOR FIXED INSURANCE PRODUCTS WITH VARIOUS INSURANCE COMPANIES. APPROX. 80/HRS/MONTH KNR Consulting Group; No; Laguna Niguel, CA; Creation/Selling of Trusts and Wills; Consultant; 06/2022; 25; 15; Consulting clients on creating a trust or will

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 8, 2015 - March 29, 2024

KNR WEALTH MANAGEMENT, INC.

RIA
CRD#: 172669
LAGUNA NIGUEL, CA
Past

August 1, 2012 - December 19, 2014

WILLIAM JORDAN INVESTMENTS, INC.

RIA
CRD#: 127495
LAGUNA HILLS, CA
Past

November 19, 2010 - June 22, 2012

ACCELERATED CAPITAL GROUP

BD
CRD#: 41270
COSTA MESA, CA
Past

March 13, 2008 - November 26, 2010

EDWARD JONES

RIA
CRD#: 250
LAGUNA NIGUEL, CA
Past

February 14, 2008 - November 26, 2010

EDWARD JONES

BD
CRD#: 250
LAGUNA NIGUEL, CA

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: 2/29/2008
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


KW
KNR WEALTH MANAGEMENT, INC.
KNR CONSULTING AND WEALTH MANAGEMENT, INC. | KNR WEALTH MANAGEMENT, INC. | KNR CONSUTLING AND WEALTH MANAGEMENT, INC.

CRD#: 172669 / SEC#:

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Contact information


Main Address
28202 Cabot Road Suite 445, Laguna Niguel, CA 92677
Mailing Address
Phone number
(949) 218-3900
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


KNR WEALTH MANAGEMENT, INC.

CRD#: 172669

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