Kevin R Pett
Investment adviser representative at Everspire
12 yearsExperience
1 stateRegistered in
$247.7MFirm assets
7 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- EverspireJan 2025 to now
- Mhl InvestmentsJun 2023 to now
- Synchrony Wealth ManagementSep 2021 to now
- QuiktripOct 2019 to Sep 2021
- Georgia State UniversityAug 2018 to Oct 2019
- Brigham Young UniversityJan 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Everspire
Legal name: Aegis Wealth Group, LLC
$247.7MAssets managed
803Clients
15Advisers
7 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
- 7443890
- Firm CRD
- 222515