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Kevin Frette

Custom Wealth Planners

Ankeny, IA

CRD 5904204

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Employer firm

Custom Wealth Planners CRD 326415

$102M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Custom Wealth Planners

2425 North Ankeny Blvd Unit #105, Ankeny, IA 50023 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-09-19
  • IA RA
    APPROVED
    Since 2025-09-19

Branch Locations

2425 North Ankeny Blvd Unit #105, Ankeny, IA 50023 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwest Wealth Management Llc Spencer IA 06/2014 09/2025
Custom Wealth Planners Ankeny IA 09/2025 Present
Previous Registrations
Other Businesses

RENTAL PROPERTY DES MOINES, IA 50310 SINCE 5/1/2008 OWNER

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-26
  • S66 Uniform Combined State Law Examination
    2011-05-26

View on SEC IAPD

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Nearby Investors

MARK WILLIAM MCLAUGHLIN
Clay Budach
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Nearby Offices

LPL FINANCIAL LLC · ANKENY, IA
EDWARD JONES · ANKENY, IA
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