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Kevin Blake Plain

Advisor at Gradient Advisors, LLC — Seymour, MO

Updated today

Credentials

Series 66

Experience

1 year

Location

Seymour, MO 65746

Gradient Advisors, LLC logo

Gradient Advisors, LLC

Multi-team

Total advisors

183

Across 153 offices

Clients per advisor

12 Very Low

Avg AUM per client

$134,534 Very Low

HNW client ratio

2% Very Low

About

Kevin Plain is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and one year of industry experience. His background includes roles at Integrity Alliance, Sheepdog Financial LLC, LPL, and UnitedHealthCare. Outside of his advisory work, he is a business owner of IYH Guns LLC and volunteers with Realove Church. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model with documented client objectives and risk tolerance.

Client services

Based on Gradient Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Gradient Advisors, LLC

Retirement income strategy General tax planning

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Fee options

Other

Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).

Location

See office

Seymour, MO

301 State Highway C, 1a

Seymour MO 65746

Advisors at this office

1

Most active in

Missouri

Work history

1 year of industry experience

Gradient Advisors, LLC

2026 - Present • 1 year

Arden Hills, MN

Integrity Alliance

2026 - 2026 • 1 year

Urbandale, IA

Sheepdog Financial LLC

2025 - Present • 1 year

Seymour, MO

lpl

2025 - 2026 • 1 year

Seymour, MO

IYH Guns LLC

2024 - Present • 2 years

Seymour, MO

Revecore

2023 - 2025 • 2 years

Seymour, MO

Realove Church

2022 - 2026 • 4 years

Seymour, MO

Citizens Church

2016 - 2020 • 4 years

Branson, MO

UnitedHealthCare

2013 - 2026 • 13 years

Springfield, MO

UnitedHealthGroup

2012 - 2023 • 11 years

Seymour, MO

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

Richard C

CFP®, Series 63, Series 65

Seymour, MO

Edward Jones

Richard Cunningham is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is involved in community activities, including co-directing the Lake Point Community Association and serving as president of the board for Lighthouse Adult Care Services, a grassroots effort to establish an adult daycare facility in Tooele County. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving a broad client base that includes individual, institutional, and charitable clients. The firm offers a range of advisory programs and investment solutions under a fiduciary standard and maintains a large retail advisor and branch network alongside affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Kevin S

Series 63, Series 66

Hartville, MO

Mass Mutual Investors Services

Kevin Stokes is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and over 23 years of industry experience. His prior roles include positions at Eagle Strategies LLC, Stokes Financial Strategies, LLC, and New York Life-related entities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools for detailed goal analysis and written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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