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Kevin Luhr O'BRien

Wise Planning, Inc.

Belle Mead, NJ

Seattle, WA

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Current Employers
Wise Planning, Inc.

Seattle, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-01-20
  • WA RA
    APPROVED
    Since 2021-01-20

Branch Locations

Belle Mead, NJ • United States

Seattle, WA • 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
Ernst And Young Llp Secaucus NJ 05/2013 10/2020
Wise Planning, Inc. Seattle WA 11/2020 Present
  • 05/2013 → 10/2020
    Ernst And Young Llp
    Secaucus, NJ
  • 11/2020 → Present
    Wise Planning, Inc.
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-31
  • S65 Uniform Investment Adviser Law Examination
    2014-01-31
Designations
Other Names
  • Kevin Luhr O'BRien

View on SEC IAPD

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