Kevin Cws Email & Phone Number
President and Owner, Certified Wealth Strategist®
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Kevin Cws Location
- Appleton, WI, US
Kevin Cws Work
- 2014 -now President and Owner, Certified Wealth Strategist® @ Evolution Wealth Management Inc.
- 2024 -now Independent Financial Advisor @ Osaic
- 2010 -now Agent @
- 2017 -2024 Independent Financial Advisor @
- 2014 -2017 Independent Financial Advisor @
- 2009 -2014 Independent Advisor, Certified Wealth Strategist® @
- 2009 -2011 Advisor, Certified Wealth Strategist® @ Hermening Financial Group
- 1999 -2008 Branch Manager @
Kevin Cws Education
- University of Wisconsin–Oshkosh
Business Administration (Marketing)
1995-1998 - Neenah High School 1985-1988
Kevin Cws Skills
- Networking
- Management
- Marketing
- Customer Service
- Strategic Planning
- Strategy
- Wealth Management
- Investment Advisory
- Holistic Financial Planning
- Retirement Planning
- Financial Planning
- Wealth Management Services
Kevin Cws Summary
- Kevin Cws, based in Appleton, WI, US, is currently a President and Owner, Certified Wealth Strategist® at Evolution Wealth Management Inc.. Kevin Cws brings experience from previous roles at Osaic, Network Health WI, Woodbury Financial Services and SII Investments. Kevin Cws holds a 1995 - 1998 Business Administration in Marketing @ University of Wisconsin–Oshkosh. With a robust skill set that includes Networking, Management, Marketing, Customer Service, Strategic Planning and more. Kevin Cws has 5 emails and 3 mobile phone numbers on RocketReach.
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