portrait of Kevin R Rothgeb

About Kevin

I partner with families and small business owners in an increasingly complex and volatile investment environment to help gain control over their finances with actionable and trustworthy strategies.

A 14-year veteran of the financial services industry, I have been with Edward Jones since 2022 and earned a BA in history from Indiana Purdue University Fort Wayne. Prior to Edward Jones, I was a branch manager in retail banking, where I helped countless families and small business owners meet their financial goals.

A Fort Wayne native, I am a dedicated member of the community and have volunteered or served on the boards...

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • New Investors
  • Divorce Finances
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesSeptember 2022 to Current
  • PNC Bank NAAugust 2009 to September 2022

Education

  • Indiana Purdue Univ-Fort WayneBachelor of Arts

Personal Interests

  • Community Outreach
  • Hiking
  • Pets
  • History and Museums
  • News & Media

Team Members

  • Rachael Ochoa
    Sr. Branch Office Administrator
  • Sheila Orr
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed By Appointment Only
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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