user avatar

Kevin Thomas Markert

Advisor at Kovack Advisors, Inc. — De Witt, NY

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Dewitt, NY 13214

Kovack Advisors, Inc. logo

Kovack Advisors, Inc.

Multi-team

Total advisors

245

Across 125 offices

Clients per advisor

53 Typical

Avg AUM per client

$433,120 Low

HNW client ratio

12% Low

About

Kevin Markert is a financial advisor at Kovack Advisors, Inc. He holds the Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2026. His prior work experience includes roles at Encoura, ESP Enterprises, and the University of Delaware. Kovack Advisors, Inc. is a multi-team registered investment adviser with over 240 advisors and more than $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management and financial planning through a combination of internal models and third-party managers.

Client services

Based on Kovack Advisors, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kovack Advisors, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Kovack Advisors, Inc.

Executive Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for financial planning services negotiated per engagement; initial consultations and plan updates may have fixed fees.

Percentage

Negotiable up to 2.90% annually (can be flat percentage, tiered schedule, or other break points as agreed)

Commissions

Clients may pay commissions on securities transactions when IARs are Registered Representatives of affiliated broker-dealer KSI; includes 12b-1 fees for mutual funds, insurance commissions, and other related compensation separate from advisory fees.

Project-based

Hourly financial planning fees up to $350 per hour maximum (negotiable).

Other

Account minimum: $10,000 to $100,000 (minimums generally range in this interval and can be waived; varies by account option)

Location

See office

De Witt, NY

5793 Widewaters Parkway, Suite 105

De Witt NY 13214

Advisors at this office

3

Most active in

New York

Work history

< 1 year of industry experience

Kovack Advisors, Inc.

2026 - Present • 1 year

Fort Lauderdale, FL

Kovack Securities, Inc.

2026 - Present • 1 year

Dewitt, NY

Encoura

2025 - 2026 • 1 year

Newark, DE

ESP Enterprises

2023 - 2025 • 2 years

Syracuse, NY

University of Delaware

2022 - 2026 • 4 years

Newark, DE

Door Dash

2022 - 2022 • 1 year

Syracuse, NY

Top Friendly Markets

2021 - 2021 • 1 year

Syracuse, NY

Arctic Island

2019 - 2020 • 1 year

Syracuse, NY

JD High School

2018 - 2022 • 4 years

Syracuse, NY

JD Middle School

2014 - 2018 • 4 years

Syracuse, NY

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

Jessica C

Series 63, Series 66

Chittenango, NY

Champion, Jessica

Jessica Champion is an independent financial advisor based in Chittenango, NY, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services LLC, LPL Financial, and The Summit Federal Credit Union. Since 2025, she has operated her own firm, Champion Method LLC. Champion Method LLC provides wealth management and financial planning services to individuals and high-net-worth clients. The firm blends modern portfolio theory with fundamental, technical, and charting analysis, employs both passive and active investment vehicles, and integrates behavioral finance coaching and customizable socially responsible investing options.

Retirement income strategy General retirement planning Cash flow / budgeting
user avatar

Robert J

CFP®, Series 63

Baldwinsville, NY

Main Street Wealth Management, LLC

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Annuities Real estate investing
user avatar

Nancy G

Series 63, Series 65, Series 66

Syracuse, NY

Edward S. Green & Associates, LLC

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY, holding Series 63, 65, and 66 licenses and six years of industry experience. She previously worked at UBS Financial Services for one year before joining Edward S. Green & Associates, where she has been since 2010. In addition to her advisory role, Nancy provides human resources consulting for Bousquet Holstein PLLC. Edward S. Green & Associates primarily acts as a solicitor for an unaffiliated investment adviser, offering financial concierge services that coordinate clients’ education, retirement, and estate planning with other professionals. The firm does not manage client assets directly but refers clients to a sub-adviser for investment management and serves as the primary client contact for those referrals.

Wealth management
user avatar

Judson A

Series 63, Series 65, Series 66

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY. He holds Series 63, 65, and 66 credentials and has 5 years of industry experience. Prior to founding Dark Horse Wealth, he worked at 1 St Discount Brokerage, Inc. He also serves as a referee during the months of September and October. Dark Horse Wealth LLC provides advisory services to individuals, pension and profit-sharing plans, and corporate clients. The firm focuses on retirement-plan work using discretionary investment supervisory services, financial planning, and hourly consulting, employing a combination of low-cost funds and tactical individual securities to meet client objectives.

Wealth management General retirement planning Income planning Annuities Passive / index investing
user avatar

Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

General retirement planning College savings (529s, UTMA, etc.) Debt management
user avatar

Mattawe C

Series 63, Series 65

Marietta, NY

Clements Investment Management

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Wealth management Passive / index investing Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)