Kevin James Groves
Investment adviser representative at Oregon Pacific Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$156.3MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Oregon Pacific Wealth Management, LLCJun 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Oregon Pacific Wealth Management
Legal name: Oregon Pacific Wealth Management, LLC
$156.3MAssets managed
272Clients
5Advisers
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
- 5714436
- Firm CRD
- 283958