Advisor at Valley Wealth Strategies, LLC
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Firm
Valley Wealth Strategies, LLC
Location
Golden Valley, MN
Credentials
Series 66
Industry experience
1 year
Kevin Rose is a financial advisor with Valley Wealth Strategies, LLC, holding a Series 66 designation and one year of industry experience. Prior to his advisory career, he served 14 years in the United States Air Force and currently maintains his service in the Air Force Reserve. Valley Wealth Strategies advises individuals, families, trusts, small businesses, and charitable organizations, offering customized investment management and financial planning services. The firm employs a primarily long-term investment approach, utilizing fundamental, technical, and cyclical analysis, and manages approximately $1.2 billion in assets with a notable proportion managed on a non-discretionary basis.
Based on Valley Wealth Strategies, LLC
Based on Valley Wealth Strategies, LLC
Fixed fee engagements negotiated based on expected hours; specific amounts not stated
$0 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000 - Negotiable: Negotiable
Up to $500 per hour
Golden Valley, MN
Minnesota
Valley Wealth Strategies, LLC
2025 - Present (1 year)
United States Air Force Reserve
2025 - Present (1 year)
LPL Financial
2024 - Present (2 years)
United States Air Force
2011 - 2025 (14 years)
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Other specialized services
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