Kevin Frette

CUSTOM WEALTH PLANNERS

ANKENY, IA 50023

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CRD#: 5904204

Professional summary

Kevin Frette, CPWA® is a registered financial advisor currently at CUSTOM WEALTH PLANNERS located in Ankeny, Iowa.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kevin has worked at 3 firms and has passed the Series 66 and Series 7 exams.

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.

RENTAL PROPERTY DES MOINES, IA 50310 SINCE 5/1/2008 OWNER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Frette'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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2017-01-18

Expire date: 2024-12-31

Experience

Current

September 19, 2025 - Present

CUSTOM WEALTH PLANNERS

Office #1: 2425 North Ankeny Blvd Unit #105, Ankeny, IA 50023

RIA

CRD#: 326415

ANKENY, IA

Past

June 16, 2014 - September 24, 2025

NORTHWEST WEALTH MANAGEMENT, LLC

RIA

CRD#: 152816

Ankeny, IA

Past

August 1, 2011 - June 18, 2014

EDWARD JONES

RIA

CRD#: 250

ANKENY, IA

Past

May 12, 2011 - June 18, 2014

EDWARD JONES

CRD#: 250

ANKENY, IA

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

Iowa
(9/19/2025)

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 66

Date: 5/26/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/11/2011

General Securities Representative Examination

Current Firm

CUSTOM WEALTH PLANNERS

CUSTOM WEALTH PLANNERS | TSMF LLC

CRD#: 326415 / SEC#:

Iowa

Registered Investment Advisory firm - (4/18/2023 Approved)

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Contact information

Main Address

2425 North Ankeny Blvd Unit #105, Ankeny, IA 50023

Mailing Address

Phone number

(515) 480-2257

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	159
AUM (Assets Under Management)	$ 40,374,679

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin Frette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CUSTOM WEALTH PLANNERS

NORTHWEST WEALTH MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 5/26/2011

Series 7

Date: 5/11/2011

Current Firm

CUSTOM WEALTH PLANNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CUSTOM WEALTH PLANNERS

TRUST BUT VERIFY

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