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portrait of Kevin Malone
FINANCIAL ADVISOR

Kevin Malone

591 N 155th Plaza, Omaha, NE 68154opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Kevin

I began my career in the financial services industry in 2005. I started in financial services because of my desire to help individuals and businesses meet and exceed their financial goals and objectives. With each relationship I serve, it is important to build trust, simplify difficult concepts and convey information in a relatable way, so people can feel confident and well-informed when making important decisions.

The people we work with frequently achieve milestones or experience life events that tend to make our planning and review appointments more impactful. Whether approaching retirement, receiving an inheritance or selling real estate, we can tailor...

Focus Areas

  • Employee Stock Options
  • Insurance & Annuities
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • New Investors

Work History

  • Edward JonesMay 2024 to Current
  • BMO Bank NAJuly 2023 to May 2024

Education

  • Creighton UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Soccer
  • Traveling
  • Sports Enthusiast

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 09:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(402) 965-9363

Fax

(877) 222-0478

Office Address

591 N 155th Plaza
Omaha, NE 68154opens in a new window

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