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KB

Kevin M. Boyd

KMB WEALTH MANAGEMENT
Bloomington, MN
Some features on this profile are disabled
CRD#: 5521170
KB

Professional summary

Kevin Matthew Boyd, CIMA® is a registered financial advisor currently at KMB WEALTH MANAGEMENT, LLC located in Bloomington, Minnesota.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kevin has worked at 2 firms and has passed the Series 66, Series 7TO, 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Matthew Boyd'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

July 30, 2020 - Present

KMB WEALTH MANAGEMENT, LLC

RIA
CRD#: 309053
Bloomington, MN
Past

September 6, 2010 - April 7, 2020

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
MINNEAPOLIS, MN
Past

August 3, 2010 - April 7, 2020

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
MINNEAPOLIS, MN

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
Minnesota
(7/30/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/3/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/18/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/2/2010
General Securities Representative Examination

Current Firm

KW
KMB WEALTH MANAGEMENT, LLC
KMB WEALTH MANAGEMENT, LLC

CRD#: 309053 / SEC#:

Minnesota
Registered Investment Advisory firm - (7/30/2020 Approved)
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Contact information

Main Address
Bloomington, MN
Mailing Address
Phone number
(651) 802-6088
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts29
AUM (Assets Under Management)$ 4,486,966

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

KMB WEALTH MANAGEMENT, LLC

CRD#: 309053Bloomington, MN

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