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KH

Kevin A. Harrison

WOOD WEALTH GROUP
Rock Springs, WY 82901
Some features on this profile are disabled
CRD#: 8266103
KH
Kevin Andrew HarrisonWOOD WEALTH GROUP

Professional summary

Kevin Andrew Harrison is a registered financial advisor currently at WOOD WEALTH GROUP, LLC located in Rock Springs, Wyoming.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kevin has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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 Andrew Harrison'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®
None

Experience

Current

July 2, 2026 - Present

WOOD WEALTH GROUP, LLC

Office #1: 404 N Street Suite 304, Rock Springs, WY 82901
RIA
CRD#: 327286
Rock Springs, WY

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
Wyoming
(7/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/20/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/26/2024
Securities Industry Essentials Examination

Current Firm

WW
WOOD WEALTH GROUP, LLC
WOOD WEALTH GROUP, LLC

CRD#: 327286 / SEC#:

Florida
Registered Investment Advisory firm - (6/9/2025 Approved)
Massachusetts
Registered Investment Advisory firm - (2/9/2024 Approved)
Michigan
Registered Investment Advisory firm - (5/28/2025 Approved)
New Hampshire
Registered Investment Advisory firm - (3/20/2024 Approved)
Texas
Registered Investment Advisory firm - (2/26/2024 Conditional Restricted)
Vermont
Registered Investment Advisory firm - (12/12/2025 Approved)
Wyoming
Registered Investment Advisory firm - (3/7/2024 Approved)
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Contact information

Main Address
529 Main Street Suite P200, Charlestown, MA 02129
Mailing Address
Phone number
(617) 546-9949
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts166
AUM (Assets Under Management)$ 36,339,441

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

WOOD WEALTH GROUP, LLC

CRD#: 327286Rock Springs, WY 82901

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