Kevin Dean Bales
Investment adviser representative at Columbia Management Investment Advisers, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$502.4BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Columbia Management Investment Advisers, LLCMay 2026 to now
- Columbia Management Investment Distributors, Inc.May 2026 to now
- Hartford Funds Distributors, LLCMay 2023 to May 2026
- Hartford Funds Management Company, LLCMay 2023 to May 2026
- Victory CapitalAug 2020 to Apr 2023
- Strategic Wealth PartnersAug 2019 to Aug 2020
- Victory CapitalMar 2018 to Aug 2019
- ClearsteadJun 2012 to Mar 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Columbia Management Investment Advisers, LLC
$502.4BAssets managed
4,251Clients
201Advisers
40 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
- 5852845
- Firm CRD
- 108257