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Kevin Myron Gotto

Advisor at Cetera — Alexandria, MN Cedar Street

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Alexandria, MN 56308

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,122 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Kevin Gotto is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at multiple firms including VOYA Financial Advisors and runs his own firm, Gotto Wealth Partners, LLC. He is also involved as owner and president of Partners Advantage-Midwest LLC, which markets fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

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) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Alexandria, MN Cedar Street

700 Cedar Street Suite 167

Alexandria MN 56308

Advisors at this office

2

Most active in

Iowa · Minnesota · Texas

Work history

28 years of industry experience

Gotto Wealth Partners, LLC

2024 - Present • 2 years

Sioux City, IA

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2021 - Present • 5 years

El Segundo, CA

VOYA Financial Advisors

2014 - 2021 • 7 years

Sioux City, IA

Partners Advantage-Midwest LLC

2012 - Present • 14 years

Sioux City, IA

Independent Brokerage Network

1986 - Present • 40 years

Sioux City, IA

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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Daniel K

Series 63, Series 65

Alexandria, MN

Fortis Group Advisors LLC

Daniel Kalina is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, LLC and Invest Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Brian F

Series 63, Series 65

Alexandria, MN

Focus Financial

Brian Fleming is a financial advisor with Focus Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Focus Financial and OSAIC since 2012. Fleming serves as a board member and volunteer with local Cub Scouts and Boy Scouts, and he is president of a nonprofit organization supporting Munchausen syndrome awareness. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
user avatar

Will O

CFP®, Series 65

Garfield, MN

Inspire Advisors, LLC

Will Odland is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and two years of industry experience. His prior work includes roles at Vermillion Wealth Management Inc., Rosemount, Inc., and Optum Labs. He is also a licensed insurance agent offering annuities, life, disability, and long-term care insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of investment strategies using quantitative, fundamental, and technical analyses.

ESG / Sustainable investing
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Brett M

CFP®, Series 66

Alexandria, MN

Focus Financial

Brett Maloney is a CFP® with seven years of experience in financial advising, currently associated with Focus Financial and OSAIC. His background includes service in the United States Air Force and brief tenures at Aagard and a period of unemployment in 2018. He is also the owner of Maloney Financial LLC, established for tax purposes related to his securities business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed account services, retirement plan consulting, and financial planning with diverse investment strategies.

Executive Founder/Business Owner
user avatar

Christine S

Series 63, Series 65

Alexandria, MN

Private Advisor Group, LLC

Christine Schroeder is a financial advisor with LPL Financial and Private Advisor Group, LLC, holding Series 63 and Series 65 credentials with 21 years of industry experience. She has been associated with both LPL Financial and Private Advisor Group since 2012, providing financial planning and asset management services. Schroeder also operates under the DBA StoneBridge Wealth Management. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions, combining large-scale advisory operations with additional financial products and services.

Retired Founder/Business Owner
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Mark O

Series 63, Series 65

Alexandria, MN

Private Advisor Group, LLC

Mark Opp is a financial advisor with LPL Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been affiliated with LPL Financial and Private Advisor Group, LLC since 2012. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with additional financial products and services.

Retired Founder/Business Owner
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