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Kevin Neil Roberts

Kevin N. Roberts

LIFETIME WEALTH DESIGN
LOUISVILLE, KY 40243
Some features on this profile are disabled
CRD#: 5679551
Kevin Neil Roberts
Kevin Neil RobertsLIFETIME WEALTH DESIGN

Professional summary

Kevin Neil Roberts, CFP®, who also goes by Kevin Roberts, is a registered financial advisor currently at LIFETIME WEALTH DESIGN LLC located in Louisville, Kentucky.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kevin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Kevin Roberts

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.
1)TRANSCEND CREDIT UNION, 3740 BARDSTOWN ROAD LOUISVILLE KY 40218, CREDIT UNION, 1/1/2011, 4 HOURS TOTAL, 0 DURING TRADING HOURS, BOARD MEMBER 2) ROBERTS CPA GROUP, 201B TOWNEPARK CIR, STE B-1 LOUISVILLE KY 40243, OWNER, 1/1/2006, 160 HOURS TOTAL, 100 DURING TRADING HOURS, CPA FIRM 3) CORALES & ROBERTS CPAS PSC; 163 DENNIS DRIVE, LEXINGTON, KY 40503; OWNER/CPA; 1/7/2025, SAME HOURS AS ABOVE; CPA FIRM. 3)201B TOWNEPARK CIRCLE, LLC; NON-INVESTMENT RELATED; 201B TOWNEPARK CIRCLE, LOUISVILLE, KY 40243; OWNER; START DATE: 11/2012; SPENDS 0 HRS; RENTAL PROPERTY. 4) LICENSED INSURANCE AGENT; INVESTMENT RELATED; SAME ADDRESS AS FIRM; INSURANCE AGENT; SPENDS 10 HRS/MTH; INSURANCE SALES FOR VARIOUS INSURANCE COMPANIES. 5) FOYF MEDIA, LLC, INVESTMENT RELATED; LOUISVILLE, KY; OWNER/MANAGING MEMBER; START DATE: 08/2014; SPENDS 20 HRS/MTH. 6)EASTGATE PROFESSIONAL PARK OFFICE ASSOCIATION; NON-INVESTMENT RELATED; 1 HRS EVERY 2 MONTHS, NONE DURING TRADING. 7) ABUNDANT HERITAGE LLC; NON-INVESTMENT RELATED; OWNER; 20 HRS/MTH; OWNS AND OPERATES THE SCOOTER'S COFFEE FRANCHISE. 8) 4897 NORTH DIXIE HWY, LLC; NON-INVESTMENT RELATED; OWNER; 0 HRS/MTH; LLC OWNS THE PROPERTY FOR SCOOTERS COFFEE. 9) 901 NORTH MULBERRY, LLC; NON-INVESTMENT RELATED; 201 TOWNEPARK CIR STE B-1, LOUISVILLE, KY 40243; REAL ESTATE OWNERSHIP; OWNER; 5/6/2008; TIME SPENT 1HRS/MONTH; 0HRS/MONTH SECURITIES TRADING HOURS; MANAGEMENT. 10) MORGAN-NEIL, LLC; NON-INVESTMENT RELATED; 201 TOWNEPARK CIR STE B-1, LOUISVILLE, KY 40243; REAL ESTATE OWNERSHIP; OWNER; 7/31/2024; TIME SPENT 1HRS/MONTH; 0HRS/MONTH SECURITIES TRADING HOURS; MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Neil Roberts'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: 2017

Experience

Current

December 19, 2017 - Present

LIFETIME WEALTH DESIGN LLC

Office #1: 201b Townepark Circle Ste B-1, Louisville, KY 40243
RIA
CRD#: 165086
LOUISVILLE, KY
Past

January 23, 2017 - December 14, 2017

PROSPERITY CAPITAL ADVISORS

RIA
CRD#: 156480
Louisville, KY
Past

September 18, 2014 - January 2, 2015

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
FESTUS, MO
Past

September 20, 2012 - December 31, 2016

LIFETIME WEALTH DESIGN LLC

RIA
CRD#: 165086
LOUISVILLE, KY
Past

June 9, 2010 - September 20, 2012

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
LA GRANGE, KY
Past

June 9, 2010 - September 20, 2012

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
LOUISVILLE, KY
Past

November 16, 2009 - July 9, 2010

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
LA GRANGE, KY
Past

September 28, 2009 - July 9, 2010

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL

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
Kentucky
(12/19/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/20/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/25/2009
General Securities Representative Examination

Current Firm

LW
LIFETIME WEALTH DESIGN LLC
LIFETIME WEALTH DESIGN LLC | PROBITY WEALTH SOLUTIONS LLC

CRD#: 165086 / SEC#:

Kentucky
Registered Investment Advisory firm - (12/19/2017 Approved)
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Contact information

Main Address
201b Townepark Circle Ste B-1, Louisville, KY 40243
Mailing Address
Phone number
(502) 426-0000
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts13
AUM (Assets Under Management)$ 3,250,191

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

LIFETIME WEALTH DESIGN LLC

CRD#: 165086Louisville, KY 40243

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