Kevin Andrew Stites
Investment adviser representative at Stites Financial Consulting
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$132.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Stites TaxJan 2025 to now
- Stites Financial ConsultingMay 2018 to now
- United Planners Financial ServicesOct 2016 to Aug 2019
- StudentAug 2009 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, TX).
Stites Financial Consulting
$132.3MAssets managed
265Clients
2Advisers
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
- 6718670
- Firm CRD
- 293058