Unclaimed Profile

Kevin Mark Wilson

BLUE WATER CAPITAL ADVISORS, LLC·DULUTH, Minnesota

Series 6, Series 7, Series 24, Series 26, Series 63, Series 65Clean record21 years registeredBLUE 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 · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLUE WATER CAPITAL ADVISORS, LLC

ADVISORNET WEALTH MANAGEMENT

Aug 2017 – Nov 2017

Minneapolis, MN

BLUE WATER CAPITAL ADVISORS, LLC

Jan 2009 – Sep 2017

DULUTH, MN

LPL FINANCIAL CORPORATION

Jan 2006 – Jan 2009

DULUTH, MN

FINTEGRA FINANCIAL SOLUTIONS

Oct 2005 – Dec 2005

SUPERIOR, WI

FINTEGRA FINANCIAL SOLUTIONS

Jul 2005 – Jul 2005

SUPERIOR, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · July 26, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE WATER CAPITAL ADVISORS, LLC

CRD 148933 · SEC 801-69794

AUM

$42M

Regulatory assets under management

Employees

310 client accounts

Services offered by BLUE WATER CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BLUE WATER CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Mark Wilson offer?

Kevin Mark Wilson specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with BLUE WATER CAPITAL ADVISORS, LLC.

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.

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