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Kevin W

Series 66

De Pere, WI

LPL Enterprise

Kevin Wilson is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 10 years of industry experience and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and other financial firms. He serves as a board member of the Walk on Arts Foundation, a nonprofit organization based in De Pere, WI. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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