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Kevin M

Series 63, Series 65

Grosse Pointe Farms, MI

Spectrum Financial Resources

Kevin McMillan is a financial advisor with Spectrum Financial Resources and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including eight years at J.P. Morgan Securities prior to joining Spectrum Financial Resources in 2020. Spectrum Financial Resources provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and financial planning, using a range of investment vehicles such as mutual funds, ETFs, equities, and fixed income securities.

Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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