Broker Check
Kent VonDerVellen, CFP®, CPFA®, CRPC®, Financial Advisor

Kent VonDerVellen, CFP®, CPFA®, CRPC®, Financial Advisor

Financial Advisor

With over 25 years of experience in the financial services industry, Kent is a highly skilled financial planner. With designations including CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor®, and Chartered Retirement Planning Counselor®, Kent adopts a comprehensive approach to analyze and address his clients' investment, insurance, and financial needs. He creates personalized financial road-maps aligning with individual goals and assesses risks, preparing clients for opportunities and challenges.

Kent maintains licenses and registrations that allow him to offer comprehensive financial solutions across multiple states. He serves as an Investment Advisor Representative, holding FINRA Series 7 & Series 66 Securities Registrations, and is an Insurance Agent with licenses covering Life, Health, Disabilities, Long-Term Care Insurance, and Variable Annuities. His extensive background includes prior experience as a Senior Manager and Loan Officer in the mortgage industry, where he maintains a mortgage license (NMLS: 1513145). Kent's expertise and dedication make him a trusted partner in guiding clients toward financial success and security.