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Kevin Goering

Advisor at Cetera

Updated today

Location

Newton, KS 67114

Credentials

CFP®, Series 63, Series 65

Industry experience

34 years

About

Kevin Goering is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Cetera and has held positions at Avantax Advisory Services and related entities for over two decades. In addition to his advisory work, he operates a CPA practice focused on tax preparation and accounting and serves as co-trustee of a family revocable trust. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services utilizing both firm-sponsored and third-party investment solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

601 Se 36 Th St, #139

Newton, KS 67114

Most active in

Kansas · Texas

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Avantax Advisory Services

2003 - 2025 (22 years)

Avantax Insurance Agency and/or Avantax Insurance Services

1999 - 2025 (26 years)

Avantax Investment Services, Inc.

1997 - 2025 (28 years)

Kevin J Goering Cpa, P.A.

1993 - Present (33 years)

Disclosures

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

Business activities & affiliations

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John M

CFP®, Series 65

Newton, KS

Longview Advisors, LLC

John Miller is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has been with Longview Advisors, LLC since 2016, where he is the sole advisor. Outside of his advisory role, he serves as treasurer for his family's grain production farm. Longview Advisors is a fee-only independent firm serving individuals, retirement plans, trusts, and charitable organizations. The firm integrates investment strategy with financial planning using a passive, asset-class diversification approach and offers various structured planning frameworks under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Charles Z

CFP®, PFS™, Series 65, Series 66

Valley Center, KS

Strategic Asset Management, LLC

Charles Zimmerman is a financial advisor with Strategic Asset Management, LLC in Park City, Kansas, holding CFP® and PFS™ designations along with Series 65 and Series 66 licenses. He has 17 years of industry experience and has worked at firms including Merrill Lynch and Bank of America. He is also involved in a family-held corporation, Prizim Inc., which leases computer hardware to his former CPA firm and for which he provides occasional technical assistance. Strategic Asset Management, LLC offers investment supervisory services and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $32 million in discretionary assets, focusing on a long-term, asset-allocation approach using diversified, passively managed portfolios, and integrates advisory services with affiliated accounting expertise.

Wealth management Passive / index investing Annuities Retirement income strategy
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William E

Series 63, Series 65

Halstead, KS

First Command Advisory Services

William Eldridge is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command in various capacities since 2014. Eldridge is also the managing partner of GPS Financial, LLC, a business he uses for managing his First Command-related financial activities. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking product distribution. The firm emphasizes advisor-led planning relationships, face-to-face financial coaching, and offers a structured 12-month Tailored Professional Services engagement alongside discretionary asset management solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Steven N

Series 63, Series 65

Newton, KS

Cetera

Steven Nikkel is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. Outside of his advisory role, he serves as treasurer and board member of church planning committees, where he helps distribute funds and researches new potential church congregations. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional and trust network.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Nathaniel H

Series 66

Newton, KS

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Nathaniel Heilig is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. Prior to joining LPL, he held various roles including positions at Aptive Environmental and Gel Blaster, and he was a student at Tabor College. Outside of finance, he is active as a musician with DJ Vapormist and is involved with GAINZ CENTRAL LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with insurance, credit, and lending services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Austin H

CFP®, Series 66

Valley Center, KS

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Austin Hubert is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Valley Center, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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