Kevin Mark Regan, CFP®

Wealth Management Advisor

Professional

Kevin M. Regan joined Northwestern Mutual as a Financial Representative in 2003.  During his tenure with Northwestern, Kevin has held numerous leadership positions within the company including, College Unit Director, Field Director, and Recruiting Field Director.  Prior to Northwestern Mutual Kevin worked in IT industry for Xtria Healthcare.

As a CERTIFIED FINANCIAL PLANNERTM professional and Wealth Management Advisor, Kevin’s objective is to deliver strategic portfolio analysis and creative holistic financial planning solutions with laser focused execution and ongoing proactive management, while providing unparalleled service to ensure our client’s most desired future.

Kevin’s practice excels at working with closely held businesses.   As an advisor in the business market Kevin consistently works with business owners on mitigating taxes, buy/sell planning, qualified plans, asset management, exit strategies, and estate planning.  Kevin has received the National Quality Award from the National Association of Insurance and Financial Advisors five times.

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck