Kevin Blick
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Leawood, KS 66211
Credentials
Series 66
Industry experience
18 years
Kevin Blick is a Senior Financial Advisor at Merrill Lynch Wealth Management, with a career spanning over a decade in financial advisory roles. He joined Group One Wealth Management in 2017 after serving as a Merrill financial advisor since 2011 and bringing experience from a previous financial advisory position that lasted four years. Kevin specializes in developing financial strategies for small business owners and professionals in the health care technology sector. His areas of expertise include executive compensation and stock option planning, small business owner and retirement planning, and goals-based financial planning. As a Senior Portfolio Advisor, he provides tailored investment strategies, manages concentrated and restricted stock positions, and offers retirement planning services. He regularly meets with clients and their families to implement strategies to help achieve long-term financial goals.
Kevin holds a Bachelor’s degree in business management from Newman University in Wichita, Kansas, where he also played collegiate basketball. He earned the Chartered Retirement Planning Counselor (CRPC™) designation in 2016 and holds the Personal Investment Advisor (PIA) credential. Kevin is engaged in community activities, volunteering with Harvesters (Kansas City Community Food Network), and participates in professional organizations such as Fore the Kids, Safe in Harms Way, and Red Bag Children & Families. He resides in Overland Park, Kansas, with his wife Elizabeth and their two daughters and enjoys traveling, golf, and spending time with family.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
3401 College Blvd
Leawood, KS 66211
Kansas · Texas
Bank Of America, N.a.
2011 - Present (15 years)
Merrill
2011 - Present (15 years)
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