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Kevin Kersten has been serving the needs of clients seeking to build and manage income as they prepare for retirement for more than 16 years. Kevin works closely with his father, Dennis, and brother, Brad, as part of an integrated team helping clients pursue their financial and lifestyle goals.

He holds his Series 7 and 63 securities registrations with LPL Financial, and has his life insurance and annuity licenses. Kevin received his Bachelor of Science in Finance from The Ohio State University.

As a co-host of Money Sense, a weekly radio show that airs every Saturday from 7:00-8:00 AM on News Talk 1370, WSPD, Kevin helps the show’s listeners make sense of the markets and their finances.

Kevin is married with three children and is a member of First United Methodist Church in Perrysburg.

Areas of Specialization

• Investment Management
• Retirement Planning
• IRA distribution Planning
• Intergenerational Wealth Transfer
• Insurance Analysis
• Company Stock Option Analysis