KD
KD

Kevin Deans

19 Years of Experience
Tyson, VA
2 Disclosures

Kevin Deans is a registered investment advisor at Kfa Private Wealth Group, LLC, based in Tyson, VA, with 19 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 796 clients with $680M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
796 clients
Average Client Portfolio
$850K average
Assets Under Management
$676.3M

Fee Structure

KFA Private Wealth Group offers investment management through wrap fee programs. Details about the fees for these programs can be found in the separate Wrap Fee Program Brochure.

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Location

8350 Broad St., Suite 220, Tyson, VA, 22102-5151

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History

Regulatory History (2)
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Customer Dispute
August 2007
Settled
Criminal
May 1995
Final Disposition
Other Business Activities

Kevin is an investor in Aperture Coffee Roasters and the owner of D2K Enterprises LLC, which he uses for 1099 income, dedicating minimal time. He also works as a paid baseball coach, spending a few hours per week on this activity.

Employment History
Current Registrations
Kfa Private Wealth Group, LLC
October 2015 - Present · 10 yrs 6 mos
Previous Registrations
Arete Wealth Management, LLCBroker
January 2018 - October 2023 · 5 yrs 9 mos
Spire Securities, LLCBroker
November 2015 - December 2017 · 2 yrs 1 mo
Ameriprise Financial Services, INC.
May 2006 - November 2015 · 9 yrs 6 mos
Ameriprise Financial Services, INC.Broker
April 2006 - November 2015 · 9 yrs 7 mos
State Registrations2 states
TXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kevin Deans - Financial Advisor | TrueAdvisor