Kevin Matthew Jaegers
Advisor at Cetera Planning Partners — Leawood, KS
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.
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.
Credentials
CFA®, Series 63, Series 65
Experience Industry experience
20 years
Location
Leawood, KS 66211
Cetera Planning Partners
Enterprise
Kevin Jaegers is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Cetera Planning Partners since 2016. He holds Series 63 and Series 65 licenses and is based in Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees, and provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates diversified mutual fund and ETF allocations aligned with clients’ objectives and risk tolerance and offers additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.
Based on Cetera Planning Partners
Based on Cetera Planning Partners
$0+: up to 1.65% maximum (Advisor Fee) +: up to 0.05% maximum (Admin Fee including overlay manager fees) +: up to 0.90% maximum (Strategist Fee varies by strategist) +: up to 0.40% maximum (Optional Services Fee, varies by service)
Leawood, KS
11460 Tomahawk Creek Pkwy, Suite 400
Leawood KS 66211
Advisors at this office
32
Kansas
20 years of industry experience
Cetera Planning Partners
2016 - Present • 10 years
Leawood, KS
SMART401K, LLC
2015 - 2016 • 1 year
Overland Park, KS
Financial Engines Advisor Center, Llc
2013 - 2015 • 2 years
Overland Park, KS
SMART401K, LLC
2006 - 2013 • 7 years
Overland Park, KS
J.P. Morgan Institutional Investments Inc.
2005 - 2006 • 1 year
Kansas City, MO
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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