Kevin Maynard, CFA®

Independent Branch Leader and Financial Consultant

+1 812-590-4674

Financial credentials

  • Chartered Financial Analyst®
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2025-present
  • Portfolio Manager, Kentucky Farm Bureau, 2017-2022
  • Co-founder and Financial Advisor, Sortino Advisory Partners, 2014-2017
  • Financial Advisor, Morgan Stanley, 2012-2014
  • Equity Research Analyst, Todd Asset Management, 2003-2011
  • Independent Branch Financial Consultant, Charles Schwab & Co, Inc, 2022-2025

Education

  • BS, Accounting, Pensacola Christian College

Personal interests and affiliations

  • 20th Special Forces Group, US Army National Guard, 1997-2005

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

Modal can be closed by pressing Escape key.