wiseradvisor


Russ Kefauver, CRPC®, CRPC®, AWMA®
Kefauver Financial Planning & Wealth Management

Tel: 865-268-9585
1020 William Blount Dr.
Maryville, TN 37801
Kefauver Financial Planning & Wealth Management | Financial Advisor in Maryville ,TN

A tradition of care for the mindful investor.


About Russ Kefauver

Russ is an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor with over 15 years of financial planning experience. He is a member of the Flagship Harbor Advisors network, and also a member of the Financial Planning Association.

Russ also proudly supports the Foundation for Financial Planning which brings free, professional financial advice to wounded veterans, domestic violence survivors, and many others. Russ believes that every client needs help realizing their Big Ideas and that smart financial planning goes a long way toward helping clients enjoy life's simple pleasures.


About Kefauver Financial Planning & Wealth Management

Kefauver Financial Planning & Wealth Management tends to focus on the needs of families and professionals, and those who look to us for serious financial planning and investment assistance on the approach to, and duration of, retirement. We'll strive to give you the attentiveness deserving of that important honor.

From more than two decades of financial planning and service, we are convinced of three simple things:

Everyone has BIG IDEAS to fund. You have meaningful, life-long aspirations. Whether retirement or something else, these need consistent action and a financial plan. We can help with both.

Funding starts by AVOIDING MISTAKES. Our most important work is to help you avoid the Big Mistake: over-reaction to life stress or market conditions during moments that risk derailment of long-term plans.

SMART PLANNING can help you get there. Flexible, comprehensive financial planning and thoughtful advice can provide reassurance as you endeavor to enjoy more of life's simple pleasures. Let's start today.

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General Information

Firm Start Year:   2010
No.of Employees:   2-4
Insurance License#:   976020
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   CA, CO, FL, KS, KY, IL, MD, MI, NC, NH, NV, PA, SC, TN, TX, VT, WI, WV
Number of Years with Current Firm:   10
Work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations

Services

Can meet clients in the following ways:   Via Email, Via Phone, Your Home, Video Conference, Our Office, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Life, Long Term Care
Financial Organization Memberships:   Financial Planning Association (FPA)

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $0
Compensation Methods:   Based on Assets, Flat Fee

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Disclosures

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Flagship Harbor Advisors, LLC, a registered investment advisor. Kefauver Financial Planning & Wealth Management and Flagship Harbor Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, IL, MA, MD, NC, NH, NV, PA, TN, VT, WV.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Alcoa Bryson City
Corryton Fontana Dam
Friendsville Gatlinburg
Greenback Heiskell
Knoxville Kodak
Lenoir City Louisville
Maryville Mascot
Pigeon Forge Powell
Rockford Sevierville
Seymour Strawberry Plains
Townsend Vonore
Walland

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