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Kevin Peter Yorgensen

The Estate Planners Group

Yardley, PA

Fort Collins, CO

CRD 7080183

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Employer firm

The Estate Planners Group CRD 124418

$422M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars
  • ADVICE ON INSURANCE PRODUCTS

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

Current Employers
The Estate Planners Group

37 S. Delaware Avenue Suite 1, Yardley, PA 19067 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-30
FL RA APPROVED 2025-11-30
  • CO RA
    APPROVED
    Since 2025-11-30
  • FL RA
    APPROVED
    Since 2025-11-30

Branch Locations

37 S. Delaware Avenue Suite 1, Yardley, PA 19067 • United States

155 E Boardwalk Dr, #516, Fort Collins, CO 80525 • 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
Retired Fort Meyers FL 06/2014 01/2019
The Estate Planners Group Llc Yardley PA 01/2019 Present
  • 06/2014 → 01/2019
    Retired
    Fort Meyers, FL
  • 01/2019 → Present
    The Estate Planners Group Llc
    Yardley, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-09
  • S65 Uniform Investment Adviser Law Examination
    2019-04-09
Designations
  • Certified Financial Planner
Other Names
  • Kevin Yorgensen

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC WEALTH, INC.

Nearby Investors

MICHAEL STEVEN BROOKS
ANGELA MARY SPRENKLE
Kelley Danielle Smith

Nearby Offices

MORGAN STANLEY · Yardley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA
OSAIC WEALTH, INC. · YARDLEY, PA

More in Yardley, PA

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