Kevin Patrick Severance

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2023 → Present
  Fundamental Wealth Advisors
  Bryan, TX
• 05/2022 → 09/2023
  Briaud Financial Advisors
  College Station, TX
• 03/2019 → 05/2022
  Texas A&M University
  College Station, TX
• 02/2018 → 03/2019
  Moore Supply
  College Station, TX
• 08/2014 → 05/2019
  Full-Time Student At Texas A&M
  College Station, TX
• 03/2024 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Bryan, TX

Other Businesses

1. FINANCIAL ADVISOR AT FUNDAMENTAL WEALTH ADVISORS; DBA FOR CETERA BUSINESS

Exams

• S66 Uniform Combined State Law Examination
  2024-03-18