Kevin J. Floyd

SK ADVISOR NETWORK

Richland, WA

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CRD#: 5593632

Professional summary

Kevin James Floyd, AIF®, CFP® is a registered financial advisor currently at SK ADVISOR NETWORK, LLC located in Richland, Washington and NFWM located in Richland, Washington.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kevin has worked at 5 firms and has passed the Series 65 exam.

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.

NAME OF OTHER BUSINESS: HFG Trust LLC, INVESTMENT RELATED: Yes, ADDRESS: 8131 W Grandridge Blvs, Kennewick WA 99336, NATURE OF BUSINESS: Trust company POSITION/TITLE/RELATIONSHIP: Employee/Director of Investments, START DATE: 04/2016, APPROX NUMBER OF HOURS PER MONTH: 160, BRIEF DESCRIPTION OF DUTIES: Investment research and portfolio manager.. APPROX NUMBER OF HOURS DEVOTED TO DURING TRADING HOURS: 6

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin James Floyd'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

January 29, 2024 - Present

SK ADVISOR NETWORK, LLC

RIA

CRD#: 317533

Richland, WA

Current

April 11, 2024 - Present

NFWM

RIA

CRD#: 317406

Richland, WA

Current

September 30, 2024 - Present

POMONA WEALTH MANAGEMENT, LLC

Office #1: 644 Stewart Drive, Richland, WA 99352

RIA

CRD#: 329171

Richland, WA

Past

January 29, 2024 - September 30, 2024

POMONA WEALTH MANAGEMENT, LLC

RIA

CRD#: 329171

RICHLAND, WA

Past

January 13, 2022 - November 19, 2024

HFG ADVISORS, INC.

RIA

CRD#: 316446

Kennewick, WA

Past

August 24, 2010 - January 11, 2017

PETERSEN HASTINGS WEALTH ADVISORS, INC.

RIA

CRD#: 110952

KENNEWICK, WA

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".

SK ADVISOR NETWORK, LLC

SK ADVISOR NETWORK, LLC | SK ADVISORY NETWORK, LLC | SK ADVISORY NETWORK

CRD#: 317533 / SEC#: 801-122863

RIA

Registered Investment Advisory firm - (12/13/2021 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
(1/29/2024)

IAR

Washington
(9/30/2024)

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 65

Date: 8/23/2010

Uniform Investment Adviser Law Examination

Current Firm

SK ADVISOR NETWORK, LLC

SK ADVISOR NETWORK, LLC | SK ADVISORY NETWORK, LLC | SK ADVISORY NETWORK

CRD#: 317533 / SEC#: 801-122863

RIA

Registered Investment Advisory firm - (12/13/2021 Approved)

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Contact information

Main Address

8105 Rasor Blvd. Box #87, Plano, TX 75024

Mailing Address

Phone number

(214) 379-3336

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	364
AUM (Assets Under Management)	$ 165,157,385

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.

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Kevin J. Floyd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin James Floyd's CRS (Customer Relationship Summary).

Certified licenses

Experience

SK ADVISOR NETWORK, LLC

NFWM

POMONA WEALTH MANAGEMENT, LLC

POMONA WEALTH MANAGEMENT, LLC

HFG ADVISORS, INC.

PETERSEN HASTINGS WEALTH ADVISORS, INC.

Primary Firm SEC Registration

SK ADVISOR NETWORK, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2010

Current Firm

SK ADVISOR NETWORK, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SK ADVISOR NETWORK, LLC

TRUST BUT VERIFY

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