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Kevin Charles Kosgard

Wealthspire Advisors

Appleton, WI

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-01-03
  • WI RA
    APPROVED
    Since 2021-01-03

Branch Locations

2201 E. Enterprise Ave. S Suite 203, Appleton, WI 54913 • 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
Wealthspire Advisors Appleton WI 06/2013 Present
Wealthspire Capital, Llc Madison WI 12/2014 06/2020
  • 06/2013 → Present
    Wealthspire Advisors
    Appleton, WI
  • 12/2014 → 06/2020
    Wealthspire Capital, Llc
    Madison, WI
Previous Registrations
  • 2013-06-26 → 2020-12-31
    Wealthspire Advisors
    Appleton, WI
  • 2009-10-23 → 2013-07-12
    J.P. Morgan Securities Llc
    Appleton, WI
  • 2008-10-01 → 2009-10-16
    J.P. Morgan Securities Llc
    Appleton, WI
  • 2007-10-11 → 2008-10-01
    J.P. Morgan Securities Inc.
    Green Bay, WI
    Neenah, WI
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-20
S63 Uniform Securities Agent State Law Examination 1999-06-24
  • S65 Uniform Investment Adviser Law Examination
    2006-11-20
  • S63 Uniform Securities Agent State Law Examination
    1999-06-24
Other Names
  • Kevin Kosgard

View on SEC IAPD

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Other Offices

MORGAN STANLEY · APPLETON, WI
PRIVATE CLIENT SERVICES, LLC · Appleton, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI
KAMKO FINANCIAL · APPLETON, WI
ASC 401(K) MANAGEMENT · APPLETON, WI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · APPLETON, WI
CREATIVEONE SECURITIES, LLC · Appleton, WI
OSAIC WEALTH, INC. · APPLETON, WI

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