Kevin M Churchill
Investment adviser representative at Forefront
11 yearsExperience
5 statesRegistered in
CFP® certification, CFADesignations
$239.8MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- ForefrontNov 2024 to now
- Waterrock Global Asset Management LLCOct 2020 to now
- First Western TrustAug 2021 to Aug 2022
- Logia Portfolio Management LLCJan 2021 to Jun 2021
- Ashton Thomas Private WealthJan 2020 to Oct 2020
- Trajan Wealth, LLCJun 2017 to Jan 2020
- Foundations Investment Advisors, LLCJun 2017 to Jun 2018
- US BankDec 2015 to Jun 2017
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, HI, MN, WA).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
2 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
- 4856496
- Firm CRD
- 308521