Kevin Paul Siebert
Investment adviser representative at Atmos Advisory, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$180.9MFirm 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
Experience
13 years in the industry.
- Ubs/the Lrm GroupMay 2024 to now
- Atmos Advisory, LLCJan 2012 to now
- Atmos Advisory LLC (f/k/a Gpwm LLC)Jan 2012 to now
- The Leaders Group. IncJun 2024 to Dec 2025
- Gateway Financial GroupJan 2012 to Jun 2024
- M Holdings Securities, Inc.Jan 2012 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (PA, WV).
Atmos Advisory, LLC
$180.9MAssets managed
90Clients
4Advisers
5 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
- 4946233
- Firm CRD
- 160087