Kevin Glenn Albrecht
Investment adviser representative at Novem Group
14 yearsExperience
2 statesRegistered in
$1.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Novem GroupMay 2022 to now
- American Portfolios Financial Services Inc.Apr 2022 to Oct 2024
- LPL Financial, LLCJul 2021 to Apr 2022
- Kas Associates CorporationDec 2020 to Dec 2021
- Various Insurance Carriers for W&r Insurance AgenciesJun 2020 to Jul 2021
- Waddell & Reed, Inc.Jun 2020 to Jul 2021
- Cetera Investment Advisers LLCJan 2014 to Jun 2020
- Cetera Investment ServicesNov 2012 to Jun 2020
- The Provident BankNov 2012 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Novem Group
$1.7BAssets managed
3,653Clients
32Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1446140
- Firm CRD
- 158964