RussKefauver- Financial Advisor Maryville, TN

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About Russ Kefauver

Kefauver Financial Planning & Wealth Management works with families and professionals needing serious financial planning and investment assistance for lifes important milestones, such as the approach to, and time in, retirement.

From more than two decades of financial planning and service, we are convinced of three simple things:

Everyone has BIG IDEAS to fund. You have meaningful, life-long aspirations. Whether retirement or something else, these need consistent action and a financial plan. We can help with both.

Funding starts by AVOIDING MISTAKES. Our most important work is to help you avoid the Big Mistake: over-reaction to life stress or market conditions during moments that risk derailment of long-term plans.

SMART PLANNING can help you get there. Flexible, comprehensive financial planning and thoughtful advice can provide reassurance as you endeavor to enjoy more of life's simple pleasures. Let's start today.

See Disclosures

General Information

Firm Start Year

2010

CRD#

5295768

Firm CRD#

6413

Insurance License#

976020

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AK, AL, AZ, CA, CO, FL, GA, KS, IA, ID, IL, KY, LA, MD, MI, MN, NC, NH, NV, PA, SC, TN, TX, VT, WI

Years of Experience in Financial Services

Number of Years with Current Firm

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AWMA^®, CRPC^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Long Term Care, Life, Annuity, Disability

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Flagship Harbor Advisors, LLC, a registered investment advisor. Kefauver Financial Planning & Wealth Management and Flagship Harbor Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MD, MI, MN, NC, NH, NV, PA, SC, TN, TX, VA, VT, WI

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Paladin Research Report For:

Russ Kefauver

Kefauver Financial Planning & Wealth Management