- Title: Principal & Practice Leader
- Division: Benefits
- Specialties:
- Email: Contact Kevin Welu
- Office: TrueNorth, Cedar Rapids Office (Headquarters)
- Address:
500 1st St SE,
Cedar Rapids,
IA
52401
- Phone: 319-364-5193, 800-798-4080
- Office Fax: (319) 862-0612
- Biography: Relationship building is what is at the heart of Kevin's investment process for more than 25 years. Gaining understanding of your personal investment goals and objectives helps him plan for your financial future. The complexity of managing your entire financial situation is increasingly more difficult. Utilizing trusted advisors to coordinate your financial affairs, Kevin can assist in finding a comprehensive wealth management solution.
Being active in the community is important to Kevin. He is a board member of the Greater Cedar Rapids Foundation, American Cancer Society of Linn County and Past Chair of Lutheran Services in Iowa's Charitable Foundation.
- Education: Kevin attended Coe College in Cedar Rapids where he received a BA in Mathematics.
- Designations: Kevin is series 7, 65, 24, 63 and insurance licensed.
- Designations Description: General Securities Representative Qualification Examination (Series 7), Uniform Combined State Law Examination (Series 66), General Securities Principal Qualification Examination (Series 24), Uniform Securities Agent State Law Exam (Series 63). |
Kevin is Life, Accident, and Health Insurance Licensed, as well as Variable Life and Variable Annuity Licensed. |
Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.
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