Keven Hayhurst

Director of Retirement Plan Development

Location
Greater Milwaukee Area
Industry
Investment Management
Current
  1. Retirement Plan Solutions
Previous
  1. USB Private Client Reserve,
  2. JPMorgan Chase,
  3. Wells Fargo
Education
  1. The University of North Dakota
Recommendations1 person has recommended Keven
Websites
500+connections

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Background

Summary

Retirement Plan Solutions is a national independent 401k, 403b and qualified retirement plan services provider providing plan consulting, fiduciary best practices, investment due diligence and other services to plan sponsors and their participants.

Specialties: Securites registrations 7, 63, 65, 24, 9 and 10

Securities offered through LPL Financial, Member FiNRA/SIPC. Investment advice offered through Retirement Plan Solutions, a registered investment advisor and separate entity from LPL Financial.
Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to the website section above.

Third party posts found on this profile do not reflect the views of LPL financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following state: WI.

Experience

DIrector of Retirement Plan Development

Retirement Plan Solutions
– Present (3 years 7 months)

Vice President

USB Private Client Reserve
(2 years)

SVP Wealth Management Advisor and Team Leader

JPMorgan Chase
(6 years)Greater Milwaukee Area

Responsible for coordinating a team of specialists in Investment Management, Private Banking and Trust Services.

Senior Vice President

Wells Fargo
(21 years 10 months)Greater Milwaukee Area

FInance/Operations 1981-1987; Financial Advisor 1987-1990; Regional Sales Manager 1990-2001

Skills

  • Series 7
  • Wealth Management
  • Portfolio Management
  • Loans
  • Mutual Funds
  • Lines Of Credit
  • Investments
  • Banking
  • 401k
  • Retirement Planning
  • Securities
  • Investment Management
  • FINRA
  • Financial Advisory
  • Pensions
  • Estate Planning
  • Retirement
  • Private Banking
  • Due Diligence
  • Finance
  • Investment Advisory
  • Asset Allocation
  • See 7+  See less

Education

Additional Info

  1. Interests

    • Strong Families/Sullivan Family Mission Team Advisory Group http://strongfamilies.ChristChurchmequon.org/ http://www.sullivanindy.com
  2. Personal Details

  3. Advice for Contacting Keven

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