Kevin Ferm
Investment adviser representative at 345 Investment Advisory, LLC
22 yearsExperience
2 statesRegistered in
$295.1MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- 345 Investment Advisory, LLCJun 2026 to now
- Centaurus Financial, Inc.Jun 2026 to now
- Equitable Advisors, LLCFeb 2005 to Jun 2026
- AXA Advisors, LLCNov 2004 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
345 Investment Advisory, LLC
$295.1MAssets managed
933Clients
4Advisers
Under 1 yearIn 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
- 4877766
- Firm CRD
- 342120