Kevin Churchill has been an investment adviser representative at Forefront Wealth Partners since November 2024, and is not listed among the firm’s executive officers or direct owners.
Forefront Wealth Partners, LLC is an Austin, TX firm with $240M under management, 572 clients and 7 advisers across 6 offices, as of its September 2026 filing.
Kevin Churchill is Chief Investment Officer and Wealth CFO of Forefront Wealth Partners. Churchill works with individuals, families and organizations, and builds globally diversified portfolios aligned with each client's risk tolerance.
Kevin Churchill’s longest registration is the current one, 5 years at Waterrock Global Asset Management since 2020. Before joining Forefront Wealth Partners in 2024, Kevin Churchill was registered through Logia Portfolio Management and Ashton Thomas Private Wealth.
- Logia Portfolio Management– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 269963
- Waterrock Global Asset ManagementAlso current– present · 5 yearsScottsdale, AZ · Adviser representative · Firm CRD 151309
- Ashton Thomas Private Wealth– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 153902
- Trajan Wealth, L.L.C.– · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 158847
- Foundations Investment Advisors LLC– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 175083
- Rainier Group Investment Advisory LLC– · 3 yearsBellevue, WA · Adviser representative · Firm CRD 132486
Professional designations
Listed by Forefront Wealth Partners
- CFA
- CFP®
Investment adviser representative registrations
Kevin Churchill is registered as an investment adviser representative in 6 states. The first approvals date from November 2020; the most recent are Hawaii and Minnesota, in November 2024.
- ArizonaSince 5 May 2021
- CaliforniaSince 2 November 2020
- HawaiiSince 18 November 2024
- MinnesotaSince 18 November 2024
- OregonSince 2 November 2020
- WashingtonSince 2 November 2020
Examinations
No examinations are on Kevin Churchill’s record.
- Full name
- Kevin M Churchill
- CRD
- 4856496
- Firm
- Forefront Wealth Partners · CRD 308521
- Office
- Scottsdale, AZ
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- forefrontwealthpartners.com
Where does Kevin Churchill work?
Kevin Churchill is an investment adviser representative registered through Forefront Wealth Partners, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Churchill a financial advisor?
Yes. Kevin Churchill has a current investment-adviser registration in Arizona, California, Hawaii, Minnesota, Oregon and Washington, through Forefront Wealth Partners since November 2024.
How many years of experience does Kevin Churchill have?
Kevin Churchill has 12 years in the financial industry, since December 2013, across 7 adviser firms.
Where did Kevin Churchill work before Forefront Wealth Partners?
Before Forefront Wealth Partners, Kevin Churchill was registered through Logia Portfolio Management, April 2021 to August 2021; Ashton Thomas Private Wealth, June 2020 to November 2020; Trajan Wealth, L.L.C., July 2017 to February 2020; Foundations Investment Advisors LLC, July 2017 to March 2018; Rainier Group Investment Advisory LLC, March 2006 to January 2010.
Where is Kevin Churchill based?
Kevin Churchill’s registered office is in Scottsdale, AZ.
Is Kevin Churchill registered with FINRA?
No. Kevin Churchill has no current broker registration.
Is Kevin Churchill a CFP?
Forefront Wealth Partners lists Kevin Churchill with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Kevin Churchill biography, forefrontwealthpartners.com
Is Kevin Churchill a CFA charterholder?
Forefront Wealth Partners lists Kevin Churchill with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Kevin Churchill biography, forefrontwealthpartners.com
How can I verify Kevin Churchill’s record?
Search CRD 4856496 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Churchill’s full registration record.
