Kane Vines

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About Kane Vines

Kane Vines is a licensed Private Wealth Advisor at Expound Wealth Management with over two decades of rich investment experience and esteemed certifications like *CFP^®, **CRPC^®, and APMA^®.

A Dallas native, Kane's academic pursuits led him to the University of Texas at Austin. His decision to become a financial advisor stems from a profound passion for investments and an innate desire to help people improve their financial situation. In his own words, "I want to help people do better for themselves financially and give them confidence in their future."

To Kane, there's no feeling quite like seeing clients get so excited when they achieve their financial aspirations. With a deep understanding that financial growth isn't an overnight affair, Kane's expertise lies in meticulously crafting strategies that aim to ensure sustained, long-term success.

Kane Vines is married to his wife, Anna, and they have two amazing kids, Sadie and Faryn. When he's not putting smiles on clients' faces, Kane Vines enjoys spending time with his family watching movies, listening to music, or traveling.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP^® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification mark.

**CRPC^® conferred by College for Financial Planning

See Disclosures

General Information

No. of Employees

CRD#

4640885

Firm CRD#

6413

Insurance License#

1220336

Name of Broker/Dealer

LPL Financial

States Licensed in

AL, AR, CA, CO, CT, DC, FL, IA, IL, IN, KS, KY, ME, MI, NC, NV, NY, OK, PA, SC, TX, WI

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

22 years in the financial services industry Certified Financial Planner® Chartered Retirement Planning Counselor® Accredited Portfolio Management Advisor"

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Foreign Languages Serviced

English

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CRPC®, APMA®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$100,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Flat Fee

Education

Bachelor of Science -

University of Texas
08/01/1998 -05/01/2000

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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Paladin Research Report For:

Expound Wealth Management