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Kevin Divecha

Advisor at AE Wealth Management, LLC

Updated today

Location

Nampa, ID 83687

Credentials

Series 65

Industry experience

12 years

About

Kevin Divecha is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management since 2023 and previously at Wealth Watch Advisors and Wealth Financial Advisory Services, LLC. Divecha is also president of DIVECHA Financial, LLC, where he is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Client services

Based on AE Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on AE Wealth Management, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on AE Wealth Management, LLC

Self-Employed Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance

Percentage

Negotiable up to 2.5% annually; fees above 2.0% require compliance approval

Commissions

IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives

Project-based

Hourly fees for financial planning and consulting vary by IAR and client agreement

Other

Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement

Location

3776 E Amity Ave, Ste 103

Nampa, ID 83687

Most active in

Colorado · Idaho

Work history

AE Wealth Management, LLC

2023 - Present (3 years)

Wealth Watch Advisors

2018 - 2023 (5 years)

Wealth Financial Advisory Services, LLC

2014 - 2018 (4 years)

DIVECHA Financial, LLC

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James C

Series 65

Eagle, ID

Cannon Wealth Group LLC

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Equity compensation tax strategy
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Ethan H

Series 66

Eagle, ID

GPWM Advisors LLC

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Business succession planning Executive Founder/Business Owner
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Brent F

CFP®, Series 63, Series 66

Eagle, ID

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Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

College savings (529s, UTMA, etc.) Retirement income strategy Debt management Cash flow / budgeting Options & derivatives strategies
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Gustavo G

Series 63, Series 65

Boise, ID

Integrated Financial Management, LLC

Gustavo Gonzalez is a financial advisor at Integrated Financial Management, LLC in Boise, ID, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Asset Management, LLC and First Allied Advisory Services, INC. Outside of advising, he serves as a board member for the Idaho Inferno Soccer Club and is a licensed notary. Integrated Financial Management, LLC provides advisory services to individuals and high-net-worth clients, focusing on financial planning and investment advice through third-party managed-account platforms rather than direct portfolio management. The firm conducts due diligence and ongoing reviews of recommended managers, utilizing mutual funds, ETFs, fixed income, insurance products, and select international securities.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance
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Stephen S

CFP®, Series 63

Eagle, ID

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Stephen Schulmerich is a CFP® with 36 years of industry experience and is currently a principal at Schulmerich & Associates Asset Management, LLC. He has been associated with Schulmerich & Associates since 1993. In addition to his advisory role, he is also licensed as an insurance agent. Schulmerich & Associates Asset Management provides discretionary asset management services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based investment approach focused on strategic asset allocation, diversification, and the use of broadly diversified passive/index funds.

Passive / index investing Wealth management Retired Founder/Business Owner
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John R

CFP®, Series 63, Series 65

Meridian, ID

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John Roslund is the sole advisor at Roslund, John Cabell, an independent firm based in Meridian, Idaho. He holds the CFP® designation and has 19 years of industry experience, with a career spanning over three decades at his current firm. The firm serves individual investors and trusts, offering comprehensive financial planning and investment advisory services focused on mutual funds, ETFs, individual stocks, and bonds. Its investment approach centers on asset allocation tailored to clients’ time horizons and risk tolerance, using research tools like Morningstar and Value Line, and managing accounts primarily on a non-discretionary basis with client approval required for trades.

General retirement planning General estate planning guidance Life insurance needs analysis
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