Kevin Patrick Somerville

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

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

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

Current Employers

Employment History

• 09/2015 → 05/2019
  Loyola Blakefiled
  Towson, MD
• 05/2019 → 08/2019
  Valley Swim And Tennis Club
  Towson, MD
• 09/2019 → 05/2020
  Loyola Blakefield
  Towson, MD
• 05/2020 → 08/2020
  Valley Swim And Tennis Club
  Towson, MD
• 09/2020 → 05/2021
  Loyola Blakefield
  Towson, MD
• 06/2021 → 08/2021
  Data Networks
  Baltimore, MD
• 09/2021 → 05/2022
  Colorado College
  Colorado Springs, MD
• 06/2022 → 08/2022
  Data Networks
  Baltimore, MD
• 09/2022 → 05/2023
  Colorado College
  Colorado Springs, CO
• 06/2023 → 08/2023
  The Whiting-Turner Contracting Company
  Baltimore, MD
• 09/2023 → 05/2024
  Colorado College
  Colorado Springs, CO
• 06/2024 → 08/2024
  Constellation Energy
  Baltimore, MD
• 09/2024 → 05/2025
  Colorado College
  Colorado Springs, CO
• 08/2025 → Present
  Somerville Investments
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2026-04-02