Featured Business Financial Advisor in Maryville, TN
Maryville Financial Advisors
Kefauver Financial Planning & Wealth Management
1020 William Blount Dr.
Maryville, TN 37801
Phone Number
“A tradition of care for the mindful investor.”
Advisor Profile
Russ Kefauver
Name:  Russ Kefauver
Website:  Visit Website
Disclosure Link:
Securities offered through L...

About Kefauver Financial Planning & Wealth Management

Kefauver Financial Planning & Wealth Management tends to focus on the needs of families and professionals, and those who look to us for serious financial planning and investment assistance on the approach to, and duration of, retirement. We'll strive to give you the attentiveness deserving of that important honor.

From more than two decades of financial planning and service, we are convinced of three simple things:

Everyone has BIG IDEAS to fund. You have meaningful, life-long aspirations. Whether retirement or something else, these need consistent action and a financial plan. We can help with both.

Funding starts by AVOIDING MISTAKES. Our most important work is to help you avoid the Big Mistake: over-reaction to life stress or market conditions during moments that risk derailment of long-term plans.

SMART PLANNING can help you get there. Flexible, comprehensive financial planning and thoughtful advice can provide reassurance as you endeavor to enjoy more of life's simple pleasures. Let's start today.
 

General Information

I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
States Willing to do Business in:    Alcoa,Bryson City,Corryton,Fontana Dam,Friendsville,Gatlinburg,Greenback,Heiskell,Knoxville,Kodak,Lenoir City,Louisville,Maryville,Mascot,Pigeon Forge,Powell,Rockford,Sevierville,Seymour,Strawberry Plains,Townsend,Vonore,Walland
States Licensed in:    CA, CO, FL, IL, MA, MD, NC, NH, NV, PA, TN, VT, WV
Insurance License#:    976020
Firm CRD#:    6413
CRD#:    5295768
Number of Years with Current Firm:    8
Years of Experience in Financial Services:    13
Name of Custodial Firm:    LPL Financial
Name of Broker/Dealer:    LPL Financial
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Long Term Care, Life, Disability, Annuity
Securities Licenses:    Series 66, Series 7
Certifications, Accreditations & Designations:    AWMA®, Chartered Retirement Planning Counselor (CRPC®)
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Compliance

Registered Investment Advisor:    Yes
Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $0
Compensation Methods:    Based on Assets, Flat Fee
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 
 
 
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