Kevin Edmund Cross

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 11/2016
  Royal Alliance Associates, Inc
  Rochester Hills, MI
• 01/2017 → 06/2017
  Invest Financial Corp
  Tampa, FL
• 12/2016 → 12/2024
  Executive Wealth Management, Llc
  Brighton, MI
• 06/2017 → 12/2022
  Private Client Services Llc
  Louisville, KY
• 01/2025 → Present
  Ep Wealth Advisors, Llc.
  Torrance, CA

Previous Registrations

• 2016-12-19 → 2025-01-21
  Executive Wealth Management, Llc
  Brighton, MI
• 2017-01-27 → 2017-06-05
  Invest Financial Corporation
  Brighton, MI
• 2016-01-05 → 2016-11-21
  Osaic Wealth, Inc.
  Troy, MI
  Novi, MI
• 2012-09-19 → 2015-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Ann Arbor, MI
• 2010-10-08 → 2012-08-28
  Td Ameritrade, Inc.
  Birmingham, MI
• 2010-10-08 → 2012-08-28
  Td Ameritrade Investment Management, Llc
  Birmingham, MI

Exams

• S66 Uniform Combined State Law Examination
  2010-09-13
• S63 Uniform Securities Agent State Law Examination
  2001-09-25

Designations

• Certified Financial Planner