Kevin Stuart Alpert
Investment adviser representative at Wmk Investment Partners
14 yearsExperience
1 stateRegistered in
$211MFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Wmk Investment PartnersSep 2025 to now
- Rockshore Wealth PartnersAug 2025 to now
- Amynta GroupNov 2022 to Jul 2025
- Gm FinancialJan 2012 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Wmk Investment Partners
Legal name: Wmki Group LLC
$211MAssets managed
21Clients
3Advisers
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
- 5830380
- Firm CRD
- 309832