Kevin P. Henss

STRIVENT FINANCIAL

Mission Viejo, CA

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CRD#: 6305455

Professional summary

Kevin Paul Henss, CFP® is a registered financial advisor currently at STRIVENT FINANCIAL located in Mission Viejo, California.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kevin has worked at 2 firms .

Biography

Strivent Financial is honored to provide fee-only, comprehensive financial planning advice, that follows the fiduciary standard, to Gen X and Baby Boomer generations with a focus on those preparing for retirement and those going through retirement in Orange County, California and beyond. We do our best work for clients that need clear answers to their complex questions and challenges. Strivent Financial works along-side you as a trusted partner to help you align your financial resources with your values and goals, so you can focus on what matters most to you.

Work with us in-person or virtually. Plan today to secure your tomorrow.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Estate Planning

Insurance Planning

Employee and Employer Plan Ben...

Investment Planning

Tax Planning

Do you have an area of expertise or specialization?

Baby Boomers

Generation X

High Net Worth Client Needs

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Women's Financial Planning Iss...

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 Paul Henss'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: 2013

Experience

Current

January 25, 2019 - Present

STRIVENT FINANCIAL

RIA

CRD#: 299009

Mission Viejo, CA

Past

November 8, 2018 - December 31, 2018

STRIVENT FINANCIAL

RIA

CRD#: 299009

MISSION VIEJO, CA

Past

February 24, 2014 - July 10, 2018

INSPIRED FINANCIAL

RIA

CRD#: 125713

HUNTINGTON BEACH, CA

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

California
(1/25/2019)

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

Current Firm

STRIVENT FINANCIAL

STRIVENT FINANCIAL | STRIVENT FINANCIAL, LLC

CRD#: 299009 / SEC#:

California

Registered Investment Advisory firm - (1/25/2019 Approved)

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Contact information

Main Address

Mission Viejo, CA

Mailing Address

27201 Puerta Real Suite 300, Mission Viejo, CA 92691

Phone number

(800) 893-6783

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	141
AUM (Assets Under Management)	$ 23,202,555

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Kevin P. Henss

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STRIVENT FINANCIAL

STRIVENT FINANCIAL

INSPIRED FINANCIAL

State Registrations and Notice Filings

Exams

Current Firm

STRIVENT FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRIVENT FINANCIAL

TRUST BUT VERIFY

Contact information

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