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Our financial advice team


Kevin Toler Ameriprise Financial Advisor

Kevin Toler

CRPC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Kevin Toler & Associates
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 23 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Family Finances
  • Investments
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies

Interests

I enjoy traveling , good food , live music , and spending time with my son , Arden , and daughter , Celia .

Community participation

  • Fundraiser for Gilda's Club Grand Rapids, YWCA, and Degage Ministries
  • Volunteer for Kid's Food Basket
  • Spectrum Health Hospice Ethics Committee
  • Chair of East Congregational Church Endowment Fund

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BS , Political Science, DePauw University, Greencastle, IN
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