Kevin Blain
Investment adviser representative at Archetype Advisors, LLC
11 yearsExperience
1 stateRegistered in
$260MFirm assets
5 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Archetype Advisors, LLCJun 2026 to now
- Commonwealth Financial NetworkFeb 2022 to now
- Citizens Securities, Inc.Jan 2018 to now
- Connex Credit UnionFeb 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Archetype Advisors, LLC
$260MAssets managed
275Clients
3Advisers
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
- 6063365
- Firm CRD
- 156527