Kevin Powers Rose
Investment Adviser Representative at Valley Wealth Strategies, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin Powers Rose is an investment adviser representative in Golden Valley, MN, currently registered with Valley Wealth Strategies, LLC and LPL Financial LLC. They have worked in the securities industry since 2024. 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 Minnesota.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
2 states and territories
California, Minnesota
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.
- LPL Financial LLCSep 2024 – no end date reportedGolden Valley, MN
- United States Air ForceMay 2011 – Jan 2025Edwards Air Force Base, CA
- United States Air Force ReserveJan 2025 – no end date reportedMinneapolis, MN
- Valley Wealth Strategies, LLCApr 2025 – no end date reportedGolden Valley, MN
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valley Wealth Strategies, LLC
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
- Fixed fee
- Estimated blended rate
- 0.0125
- First $500,0001.25%
- Next $500,000 up to $1,500,0001.00%
- Over $1,500,0000.00%
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
Sound financial planning, portfolio construction, Social Security maximization, tax efficiency strategies, and behavioral coaching, with a special focus on retirement planning and investment management.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24
- Offices listed on AdvisorFinder:
- 19
- Main office:
- Lodi, CA
- Founded:
- 1974
- SEC file number:
- 801-113081
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 1, 2026
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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 Powers Rose 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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