Kevin Andrew Stites
Investment Adviser Representative at Stites Financial Consulting
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin Andrew Stites is an investment adviser representative with Stites Financial Consulting in Wilton, CA, where they have been registered since 2018. They have worked in the securities industry since 2017 and were previously registered with United Planners' Financial Services of America A Limited Partner. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California, Idaho, and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Idaho, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- StudentAug 2009 – Jan 2017Sacramento, CA
- United Planners Financial ServicesJul 2017 – Aug 2019Scottsdale, AZ
- United Planners Financial ServicesOct 2016 – Jul 2017Scottsdale, AZ
- Stites Financial ConsultingMay 2018 – no end date reportedWilton, CA
- Stites TaxJan 2025 – no end date reportedWilton, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stites Financial Consulting
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning for retirement, transition to retirement, and ongoing retirement support. Advisory services and insurance products and services are also offered.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Wilton, CA
- SEC file number:
- 801-132438
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 20, 2026
View full firm profileOther advisors at Stites Financial Consulting
1 other advisor in the directory
View Stites Financial Consulting firm profileSimilar advisors in Wilton, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Andrew Stites has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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