Kevin Haarberg
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Woodland, CA 95695
Credentials
CFP®, Series 63
Industry experience
41 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Charitable giving & philanthropy
General estate planning guidance
Wealth management
Work history
Edward D. Jones & CO., L.P.
1984 - Present (42 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Peter J
CFP®, Series 66
Davis, CA
Edward Jones
Samuel R
Series 63, Series 66
Woodland, CA
Edward Jones
Bryan B
Series 63, Series 65
Davis, CA
Fidelity
Bryan Brown is an Investment Consultant who takes a personalized approach to financial planning. He focuses on understanding and prioritizing what is most important to each client, aiming to provide clear, professional insight that helps them make informed decisions. Bryan has extensive experience as a Senior Internal Advisor Consultant at Franklin Templeton, where he worked from 2011 to 2024. He offers tailored guidance using a wide range of resources to help clients create financial plans that pursue peace of mind and success. He holds a California Insurance License.
Altynai S
Series 66
W Sacramento, CA
Edward Jones
Sterling K
Series 66
Davis, CA
Edward Jones
Craig M
CFP®, ChFC®, Series 63, Series 66
Woodland, CA
Edward Jones
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