Unclaimed Profile

Kevin Mark Wilson

BLUE WATER CAPITAL ADVISORS, LLC·DULUTH, Minnesota

Clean recordBLUE WATER CAPITAL ADVISORS, LLC

1314 E. SUPERIOR ST., DULUTH, MN 55805-2428CRD# 2285105Firm CRD# 148933

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Mark Wilson · DULUTH, MN

Registration

CRD #2285105 · BLUE WATER CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Mark Wilson is a registered financial advisor based in DULUTH, Minnesota, affiliated with BLUE WATER CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

BLUE WATER CAPITAL ADVISORS, LLC

AUM

$42M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLUE WATER CAPITAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2285105

Firm CRD# 148933

View on FINRA BrokerCheck →

Looking for a financial advisor in DULUTH?

Browse all registered financial advisors in DULUTH, Minnesota or claim this profile if it's yours.

Browse DULUTH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kevin Mark Wilson offer?

Kevin Mark Wilson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DULUTH, Minnesota for a consultation.

What are Kevin Mark Wilson's credentials?

Kevin Mark Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Mark Wilson located?

Kevin Mark Wilson is based in DULUTH, Minnesota, working with BLUE WATER CAPITAL ADVISORS, LLC. Their office serves clients in the DULUTH metropolitan area and surrounding communities.

How does Kevin Mark Wilson charge for services?

Kevin Mark Wilson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE WATER CAPITAL ADVISORS, LLC?

BLUE WATER CAPITAL ADVISORS, LLC has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →