Kevin Powers Rose

Current Employers

Employment History

• 09/2024 → Present
  Lpl Financial Llc
  Golden Valley, MN
• 05/2011 → 01/2025
  United States Air Force
  Edwards Air Force Base, CA
• 01/2025 → Present
  United States Air Force Reserve
  Minneapolis, MN
• 04/2025 → Present
  Valley Wealth Strategies, Llc
  Golden Valley, MN

Other Businesses

1) 08/28/2024 - ZUK FINANCIAL GROUP - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:8/28/2024 - 160 Hrs/Mth - 40 Hrs During Trading. 2) 08/28/2024 - Air Force - Not Investment Related - Outside/W-2 Employment - Home Based - Start Date:8/28/2024 - 0 Hrs/Mth - 0Hrs During Trading. 3) 08/06/2025 - Valley Wealth Strategies - Investment Related - Registered Investment Advisor Hybrid - Home Based - Start Date:01/13/2025 - 80 Hrs/Mth - 4 Hrs During Trading.I provide investment advisory services through Valley Wealth Strategies, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 08/26/2025 - Rose Financial Management - DBA for LPL Business (entity for LPL business) - Inv rel - At Reported Business Location(s) - Start Date:08/18/2025 - 40 Hrs/Mth - 4 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-13