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Kevin Thelen, CFA, CFP(r)

Kevin Thelen, CFA, CFP(r)

Partner & Financial Advisor

Kevin Thelen | Investment Advisor | Retirement Income Planner

Kevin is an independent investment advisor representative focused on guiding professionals and business owners toward a secure retirement income strategy to safeguard their wealth and legacy.

🏠 Access to Alternative Investments:

Qualified clients with $3 million or more in investible assets benefit from offerings in private credit and equity markets, hedge funds, bank and insurance company investment contracts, and real estate. Kevin believes alternative assets help to meet a client’s financial goals by delivering access to unique tax strategies, legacy planning opportunities, and differentiated returns from the stock and bond market.

🌐 Tax-Advantaged Transactions:

Managing tax obligations often requires specialized financial transactions. For instance, utilizing a 1031 Exchange to dispose of privately held investment real estate into a Delaware Statutory Trust (DST) can defer taxes, increase liquidity, and often result in increased current income. Another noteworthy transaction is investing in a Qualified Opportunity Zone (QOZ), which allows clients to defer gains from an appreciated asset.

🤝 Strategic Industry Collaborations:

Independence allows for strategic partnerships with industry leaders. Kevin delivers investment fiduciary services through numerous third-party institutions, including American Funds, JP Morgan, BlackRock, PIMCO, and more. You work with Kevin on designing an investment plan, and the investment institutions maintain updated trades.

🎯 Retirement Income Planning:

Kevin’s approach to retirement income planning focuses on managing risk and taxes, encompassing a comprehensive range of financial tools to protect and grow your income and legacy in retirement.

📚 Professional Credentials and Education:

Kevin proudly holds the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designation. The Financial Times recognized him as a Top Financial Advisor in 2015 and 2016. He holds a BA in Economics from Seattle University.

👨‍👧‍👧 Life and Ambitions Beyond Finance:

As a dedicated father to two daughters (9 and 16), an avid cyclist, and a dreamer of big ideas, Kevin brings a holistic perspective to life and finance.

The Financial Times Top Financial Advisors is an independent listing produced annually by the Financial Times. The recognition is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for this recognition. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.