Kevin Kretzmar is a financial professional with over 15 years experience who is committed to providing his clients with the highest level of personalized service. His years of experience on a trading desk have given him insight into trends and trading strategies beyond those of a typical financial consultant. As a result of his experience Kevin prefers to use a combination of fundamental and technical tools to evaluate investments.
In addition to working with clients, Kevin has hosted the popular Wall Street Financial Hour radio programs.
He is licensed in equity trading, general securities, and is a general securities principal, municipal securities principal and registered options principal. He is also a Registered Investment Advisors Representative and is licensed in life health insurance and variable annuities.
Kevin earned his bachelor’s degree from Metropolitan State College of Denver.
He makes his home in Colorado and works with clients around the country.
Areas of Specialization
- Fee-based portfolio management
- Account liquidation and transfer
- Retirement Planning-401(k), IRA, Roth IRA, Annuities
- Municipal , Corporate, and US Treasury bonds
- Insurance services, Trust and Estate Planning
- Educational planning-529 and educational IRAs
If you would like to arrange a discussion with Kevin about your investment needs please contact Kevin at:
5445 DTC Parkway Suite 940
Greenwood Village, CO 80111