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Kevin Anthony Blanchard

Advisor at Simplicity wealth — Lafayette, LA

Updated today

Credentials

Series 65

Experience

4 years

Location

Lafayette, LA 70503

Simplicity wealth logo

Simplicity wealth

Multi-team

Total advisors

207

Across 143 offices

Clients per advisor

41 Low

Avg AUM per client

$202,617 Very Low

HNW client ratio

8% Low

About

Kevin Blanchard is a financial advisor at Simplicity Wealth with four years of industry experience. He holds a Series 65 designation and has prior experience at firms including Meche and Associates LLC and Altitude Energy Partners. In addition to his advisory role, Mr. Blanchard operates as a licensed insurance professional. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational support services to other advisers through its multi-team platform.

Client services

Based on Simplicity wealth

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Simplicity wealth

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management

Occupation focus

Based on Simplicity wealth

Retired Founder/Business Owner

Demographic focus

Based on Simplicity wealth

Values-based investing

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Fee options

Fixed

Financial planning fixed fees are negotiable and determined on a case-by-case basis.

Project-based

Hourly fees for financial planning services are negotiable and determined on a case-by-case basis.

Location

See office

Lafayette, LA

4023 Ambassador Caffery Dr, Suite 201

Lafayette LA 70503

Advisors at this office

2

Most active in

Louisiana

Work history

4 years of industry experience

Hux Capital Management

2026 - Present • 1 year

Lafayette, LA

Simplicity Wealth

2026 - Present • 1 year

Summit, NJ

Redsky Capital LLC

2026 - Present • 1 year

Breaux Bridge, LA

Meche and Associates LLC

2022 - 2026 • 4 years

Lafayette, LA

Impact Partnership Wealth, LLC

2022 - 2022 • 1 year

Kennesaw, GA

Altitude Energy Partners

2017 - 2022 • 5 years

Midland, TX

Schlumberger

2010 - 2017 • 7 years

Midland, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Cannon G

Series 65

Lafayette, LA

W&S BROKERAGE Services, Inc.

Cannon Glass is an advisor at W&S Brokerage Services, Inc. with a Series 65 credential and no prior industry experience. His work history includes roles across various sectors such as banking, retail, and food service before joining W&S Brokerage Services and Western & Southern Life in 2026. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary allocation process through its W&S Wealth Solutions wrap fee program, serving individuals, trusts, retirement plans, and other entities with investment options including affiliated and unaffiliated mutual funds and ETFs.

ESG / Sustainable investing Tax-loss harvesting
user avatar

Dexter L

Series 65

Lafayette, LA

Horizon Capital Management, Inc.

Dexter Lyons is a financial advisor at Horizon Capital Management, Inc. with 7 years of industry experience. He holds a Series 65 designation and has been involved with Horizon Capital Management since 1990 as well as Lyons Capital Management since 1997. Horizon Capital Management provides discretionary separately managed account investment management to individuals and small-business clients, including IRAs, trusts, and small-business retirement plans. The firm employs an active, multi-method investment process that combines fundamental, technical, and chart analysis to tailor strategies, adjusting allocations among mutual funds, ETFs, and individual stocks based on market conditions.

ESG / Sustainable investing Active portfolio management
user avatar

Alajahwon R

Series 63, Series 66

Lafayette, LA

A.B. Ridgeway Wealth Management LLC

Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.

Divorce financial planning General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Brent A

Series 65

Lafayette, LA

Vermilion Asset Management, LLC

Brent Abshire is a Series 65-licensed financial advisor with 13 years of industry experience. He has served as the sole advisor at Vermilion Asset Management, LLC since 2005 in Lafayette, LA. Vermilion Asset Management provides investment management and supervisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on long-term, diversified portfolios using individual securities, mutual funds, and ETFs, operating primarily on a nondiscretionary basis while avoiding market timing and complex trading strategies.

Wealth management
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Jerry B

CFP®, Series 63, Series 65

Kaplan, LA

Broussard Financial Group, LLC

Jerry Broussard is a CFP® professional with 21 years of industry experience. He has operated Broussard Financial Group, LLC since 2002. The firm manages approximately $115 million in assets for around 180 individual and high-net-worth clients, trusts, retirement plans, and business entities. Broussard Financial Group offers discretionary portfolio management alongside financial planning and consulting services, utilizing a combination of exchange-traded funds, mutual funds, and cash equivalents.

General retirement planning Charitable giving & philanthropy
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Milton K

Series 65

Lafayette, LA

Kidd Vision Capital LLC

Milton Kidd is a financial advisor at Kidd Vision Capital LLC in Lafayette, LA, with four years of industry experience. He holds a Series 65 designation and has worked at Avant Capital, LLC, Ellendale Energy LLC, and Danos LLC. Outside of his advisory role, he is involved with family businesses related to rental properties and timber land and considers investment opportunities in a variety of private businesses. Kidd Vision Capital manages approximately $22.7 million across 33 client accounts, providing portfolio management, financial consulting, and planning services to individuals, corporations, and business entities. The firm combines formal Investment Policy Statements with a blend of cyclical, fundamental, and technical analysis, employing both traditional and higher-risk trading strategies, and offers subscription content including free newsletters and blog posts.

Options & derivatives strategies Tax-loss harvesting
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