Kevin T York

Employer firm

Brand Asset Management Group, Inc. CRD 106162

$1.17B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 02/2015 → Present
  Brand Asset Management Group
  Chesterfield, MO

Other Businesses

FOUNDATION FOR FINANCIAL PLANNERS, POSITION: Volunteer, NATURE: pro-bono financial planning/advice for at-risk people who otherwise can't afford it, INVESTMENT RELATED: Yes, NUMBER OF HOURS: less than 1 hour per month during non-trading hours if possible. If done during trading hours, will use community service hours provided by Brand AMG or take vacation time, START DATE: 07/01/2022, ADDRESS: same as my residential since it's a volunteer position, DESCRIPTION: I meet with clients who sign up with the program and are matched with me as the volunteer. I help walk these clients walk through financial planning items and provide advice where appropriate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-03

Designations

• Certified Financial Planner