portrait of Kevin Ott
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Kevin

Honor, respect and devotion to duty are the core values of the Coast Guard. I have lived to these standards for over 24 years as an enlisted member (aviation survival tech - otherwise known as "rescue swimmer"). Edward Jones (100-year-old company) upholds similar values as the military and a strong commitment to serious, long-term investors.

As an Edward Jones financial advisor, I believe it’s most important to invest my time in understanding what your goals are. Once we have a path, we will deploy a custom plan for you. It is important to be active in continually evaluating and assessing...

Focus Areas

  • Military Professionals & Veterans
  • Portfolio Reviews
  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Golfing
  • Swimming
  • Hunting

Team Members

  • Lisa Jantz
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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