Kevin Brady Witmer
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed 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
13 years in the industry.
- LPL Financial LLCMay 2025 to now
- Empower Federal Credit UnionNov 2021 to now
- Cuso Financial Services, LPNov 2021 to May 2025
- Key Investment Services, LLCOct 2018 to Nov 2021
- Key BankSep 2018 to Nov 2021
- Nylife Securities LLCJan 2015 to Aug 2018
- New York Life Insurance CoJul 2014 to Aug 2018
- Holy Cross ChurchSep 2013 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6369447
- Firm CRD
- 6413