Kevin Kirkpatrick Email
Certified Financial Planner @ Osaic
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Kevin Kirkpatrick Location
- Portland, OR, US
Kevin Kirkpatrick Work
- Certified Financial Planner @ Osaic (May 2025 - Present)
- Certified Financial Plannerâ„¢, Investment Adviser Representative @ MML Investor Services (July 2016 - May 2025)
- Functional Manager, Financial Services Representative @ MetLife Premier Client Group of the Northwest, a MetLife office (October 2015 - June 2016)
- Financial Services Professional @ (April 2008 - October 2015)
- Account Executive and Mortgage Broker @ (April 2007 - April 2008)
- Retail Sales Representative @ (October 2005 - April 2007)
Kevin Kirkpatrick Education
- Oregon State University
BS (Business, Mathematics)
2000-2004 - Sunset High School
Diploma (General Studies)
1996-2000
Kevin Kirkpatrick Skills
- Retirement
- Insurance
- Life Insurance
- Retirement Planning
- Finance
- Small Business
- Disability Insurance
- Fixed Annuities
- Customer Service
- Term Life Insurance
- Management
- Long Term Care Insurance
- Investments
- 401k Rollovers
- Financial Services
- Annuity Sales
- Asset Protection
- Key Person Protection
- Succession Planning
- Wealth Preservation Strategies
- Estate Conservation Strategies
Kevin Kirkpatrick Summary
- Kevin Kirkpatrick, based in Portland, OR, US, is currently a Certified Financial Planner at Osaic. Kevin Kirkpatrick brings experience from previous roles at MML Investor Services, MetLife Premier Client Group of the Northwest, a MetLife office, New York Life Insurance Co. and Wealthbridge Mortgage. Kevin Kirkpatrick holds a 2000 - 2004 BS in Business, Mathematics @ Oregon State University. With a robust skill set that includes Retirement, Insurance, Life Insurance, Retirement Planning, Finance and more. Kevin Kirkpatrick has 1 emails on RocketReach.
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