Vincennes, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
KCPAG Financial Advisors LLC
Team
Firm-wide stats for KCPAG Financial Advisors LLC
About
KCPAG Financial Advisors LLC provides financial planning, portfolio management, retirement plan consulting and referrals to third‑party money managers for individuals, pension and profit‑sharing plans, trusts, estates and business clients. The firm reports approximately $22,496,129 in discretionary assets under management and serves about 405 clients through a team of 13 advisors operating across 27 offices.
The firm delivers ongoing, tailored asset management and planning, employing fundamental analysis and a mix of long‑ and short‑term strategies and offering both discretionary and non‑discretionary management. KCPAG also uses model‑based and sub‑advised solutions through program partners (Symmetry, American Funds, Bellatore) and can provide tax‑aware services such as tax transition and tax‑loss harvesting via third‑party providers.
KCPAG is owned by Kemper Capital Management LLC, which is majority‑owned by Kemper CPA Group LLP, and it discloses referral arrangements with the affiliated accounting and insurance entities and with third‑party managers and program sponsors. Unusually for a team of its size, the firm operates multiple offices (27) and, despite offering high‑net‑worth strategies through partners, its modest reported AUM and client count suggest a client base more weighted toward typical individual and plan clients than concentrated high‑net‑worth households.
Based on KCPAG Financial Advisors LLC
Expertise
Based on KCPAG Financial Advisors LLC
Location
802 Old Wheatland Rd
Vincennes IN 47591
Advisors at this office
2
Advisors at this office
Brian B
Series 66
Vincennes, IN
KCPAG Financial Advisors LLC
Brian Bouillet is a financial advisor with KCPAG Financial Advisors LLC, holding a Series 66 credential and 18 years of industry experience. He has been with KCPAG and affiliated firms since 2008. Outside of his advisory role, he has been involved with Shaker Prairie Shop since 1987. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm operates across 27 offices with a team of 13 advisors and employs a mix of long- and short-term investment strategies alongside model-based and sub-advised solutions.
Kameron V
Series 65
Vincennes, IN
KCPAG Financial Advisors LLC
Kameron Vinsel is a financial advisor at KCPAG Financial Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm and its parent company, Kemper Capital Management, Kameron worked at Peoples State Bank of Newton for a total of nine years, including periods as a full-time student. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, managing approximately $22.5 million in discretionary assets. The firm offers tailored financial planning and portfolio management through a team of 13 advisors across 27 offices, utilizing both discretionary and non-discretionary strategies and collaborating with third-party program partners.
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