Broker Check
Kevin Dick, AIF®, AAMS®, CRPS®, CPFA®

Kevin Dick, AIF®, AAMS®, CRPS®, CPFA®

President, Wealth Advisor

Specializations:

Advanced Wealth Planning
Investment Planning
Wealth Preservation/Estate Planning
Business Contingency Planning
Retirement Plan Consulting

  • FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network® and applicable insurance licenses
  • Accredited Investment Fiduciary AIF® FI360, Pittsburg, Pennsylvania
  • Accredited Asset Management SpecialistSM, AAMS® through College for Financial Planning, Denver, Colorado
  • Chartered Retirement Plans SpecialistSM, CRPS® College for Financial Planning, Denver, Colorado
  • Certified Plan Fiduciary AdvisorSM, CPFA® through National Association of Plan Advisors
  • Member of Financial Services Institute
  • Master Strategic Coach Member

Kevin is the founder and president of KDI Wealth Management. Kevin began his career advising individuals and small businesses at one of the large national investment firms. Dissatisfied with the one-size-fits-all approach to financial planning, Kevin set out to create a personal approach to holistic wealth management while focusing on exceptional service.

Kevin founded the firm in 2005 and has brought together customized teams of specialists to provide each client with the appropriate and most comprehensive advanced wealth management planning and advice.

Kevin finds great joy in being with his family, inclusive of our team and the amazing families we serve. Kevin, his wife, Carrie, and two children, Mason and Bailee, are often found mountain biking, hiking, camping, or simply enjoying nature. Kevin and his family are always looking forward to great adventures in travel or enjoying the beautiful state of Arizona.

          

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,129 Phoenix-area wealth managers were considered for the award; 96 (5% of candidates) were named 2021 Five Star Wealth Managers. 2020: 2,163 considered, 94 winners; 2019: 2,043 considered, 117 winners; 2018: 2,112 considered, 130 winners; 2017: 1,335 considered, 131 winners; 2016: 1,149 considered, 232 winners; 2015: 2,728 considered, 254 winners; 2014: 3,247 considered, 191 winners; 2013: 2,936 considered, 286 winners.