Kevin Reid Draudt

Employer firm

Andersen CRD 124205

$6.35B regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2014 → 07/2017
  Coliseum Wealth Management
  Rockville, MD
• 07/2015 → 05/2019
  Abacus Planning Group
  Columbia, SC
• 05/2019 → 09/2019
  Atlas Financial
  Richmond, VA
• 10/2019 → 10/2022
  Valeo Financial Advisors
  Indianapolis, IN
• 11/2022 → Present
  Andersen Tax Llc
  Mclean, VA

Previous Registrations

• 2019-11-04 → 2022-11-04
  Valeo Financial Advisors, Llc
  Richmond, VA
  Carmel, IN
• 2019-08-20 → 2020-05-04
  Atlas Financial
  Richmond, VA
• 2018-10-17 → 2019-06-17
  Abacus Planning Group, Inc.
  Richmond, VA
  Columbia, SC

Designations

• Certified Financial Planner