Kevin Patrick Murphy

Employer firm

Stevens Capital Partners CRD 317517

$810M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2014 → 10/2017
  Great-West Financial
  Overland Park, KS
• 10/2017 → 03/2022
  Pacific Life Insurance Company
  Omaha, NE
• 10/2017 → 03/2022
  Pacific Select Distributors, Llc
  Newport Beach, CA
• 03/2022 → 08/2026
  Fisher Investments
  Plano, TX
• 08/2026 → Present
  Stevens Capital Partners Inc
  Omaha, NE

Previous Registrations

• 2022-05-02 → 2026-08-12
  Fisher Investments
  Plano, TX
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-02
• S63 Uniform Securities Agent State Law Examination
  2015-06-12

Designations

• Certified Financial Planner