Kevin Frette
CPWA®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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PRINCIPAL SECURITIES, INC.
Videos & Posts
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Contact Information
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PRINCIPAL SECURITIES, INC.
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Disclosures on record.
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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
CUSTOM WEALTH PLANNERS | TSMF LLC
Contact Information
Main Address
2425 North Ankeny Blvd Unit #105, Ankeny, IA 50023Phone Number
(515) 480-2257# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
349AUM (Assets Under Management)
$102,385,581Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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PRINCIPAL SECURITIES, INC.
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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PRINCIPAL SECURITIES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Frette's CRS (Customer Relationship Summary).
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PRINCIPAL SECURITIES, INC.
