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Kevin Dee Whisenant

Investment Adviser Representative at Tencap Wealth Coaching

Springville, UTCRD #2861318Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kevin Dee Whisenant is an investment adviser representative with Tencap Wealth Coaching in Springville, UT, where they have been registered since 2023, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Utah.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/21/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 3/27/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/20/1997

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Tencap Wealth CoachingCurrent
3/27/2023 – Springville, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Whisenant Financial Services Inc.
    Aug 2001 – no end date reportedSpringville, UT
  2. The KC7NMW Trust
    Aug 2017 – no end date reportedSpringville, UT
  3. Tencap Wealth Coaching
    Mar 2023 – no end date reportedSouth Jordan, UT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Tencap Wealth Coaching

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Other

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 PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
8
Main office:
South Jordan, UT
SEC file number:
801-130427

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 20, 2026

View full firm profile

Other advisors at Tencap Wealth Coaching

7 other advisors in the directory

View Tencap Wealth Coaching firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

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 Dee Whisenant 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kevin Dee Whisenant (Tencap Wealth Coaching) | AdvisorFinder