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Our financial advice team


Kevin Heideman, Financial Advisor serving the Rockford, IL area - Ameriprise Advisors

Kevin Heideman

CFP®

Financial Advisor

Managing Partner of
Capital Wealth Advisory Group
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options

Interests

I enjoy reading, golfing and spending time with my family.

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2012, 2014 -2018
  • Ameriprise Circle of Success Diamond Ring, 2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Community participation

Supporter of Keep Northern Illinois Beautiful

Volunteer for Northern IL Food Bank