Des Moines, IA
Kevin Lors
Principal & Senior Wealth Advisor
Kevin is a highly experienced financial advisor with over 23 years of expertise in financial planning and taxation. At Compound Planning, Kevin serves high-net-worth families and business owners, providing them peace of mind by ensuring their finances are in capable hands. Kevin specializes in integrating tax strategies into complex financial situations. He has guided numerous clients through the challenges and opportunities associated with the personal financial implications of all phases of business ownership. Kevin’s personalized and customizable approach fosters deep and lasting relationships with his clients. Kevin holds a bachelor...
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Experience
Choreo (fka RSM US Wealth Management)
11 years
RSM US LLP
4 years
HBE Becker Meyer Love LLP
8 years
Qualifications
Northwestern College
Bachelors - Business and Accounting
Florida Atlantic University
Masters of Taxation
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Certified Public Accountant
CPA
Specialities
Investment Management
Financial Planning
Retirement Planning
Tax Panning
Estate Planning
Exit Planning
Liquidity Event Planning
Asset Allocation
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your personal family
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