Kevin Michael Reese
Investment adviser representative at Navy Federal Investment Services, LLC
20 yearsExperience
24 statesRegistered in
ChFC®Designation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Navy Federal Investment Services, LLCAug 2019 to now
- Navy Federal Financial Group, LLCJan 2006 to now
- Navy Federal Asset Management, LLCSep 2007 to Jan 2017
- Navy Federal Brokerage Services, LLCJul 2006 to Aug 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 24 states (CA, CT, DC, DE, FL, GA, HI, KY, MA, MD, ME, MI, NC, NH, NJ, OH, PA, RI, SC, TX, UT, VA, VT, WA).
Navy Federal Investment Services, LLC
$2.1BAssets managed
7,424Clients
160Advisers
19 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
- 1696804
- Firm CRD
- 138459