Kevin England has been an investment adviser representative at First Source Investment Partners since November 2022, and is not listed among the firm’s executive officers or direct owners. Kevin England holds a Bachelor of Science in Finance from Colorado State University.
First Source Investment Partners, LLC is a Lone Tree, CO firm with $154M under management, 220 clients and 3 advisers in one office, as of its March 2026 filing.
Kevin England is Director of Financial Planning of Tier One Wealth Management, based in Lone Tree, CO. He designs financial plans and has over 13 years of experience in the financial services industry.
Kevin England’s longest registration was 7 years at SPC (2015–2022). Before joining First Source Investment Partners in 2022, Kevin England was registered through SPC and Ameriprise Financial Services, Inc.
- Tier One Wealth ManagementCurrent– present · 3 yearsLone Tree, CO · Adviser representative · Firm CRD 322893
- SPC– · 7 yearsLone Tree, CO · Adviser representative · Firm CRD 110692
- Ameriprise Financial Services, Inc.– · under a yearLone Tree, CO · Adviser representative · Firm CRD 6363
Professional designations
Listed by First Source Investment Partners
- CFP®
Investment adviser representative registrations
Kevin England is registered as an investment adviser representative in 2 states. The first approvals date from November 2022; the most recent is California, in February 2023.
- CaliforniaSince 26 February 2023
- ColoradoSince 28 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 March 2014 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 10 October 2011 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 18 August 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 November 2008 |
| Series 7 | General Securities Representative Examination | 11 November 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Robert England
- CRD
- 5558271
- Firm
- First Source Investment Partners · CRD 322893
- Office
- 9380 STATION STREET, SUITE 535, Lone Tree, CO 80124
- Registration
- Investment adviser registration
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tieronewm.com
Where does Kevin England work?
Kevin England is an investment adviser representative registered through First Source Investment Partners, LLC since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kevin England a financial advisor?
Yes. Kevin England has a current investment-adviser registration in California and Colorado, through First Source Investment Partners since November 2022.
How many years of experience does Kevin England have?
Kevin England has 17 years in the financial industry, since November 2008, across 3 adviser firms.
What exams has Kevin England passed?
Kevin England has passed 5 licensing exams: the Series 7, Series 63, Series 9, Series 10 and Series 66. The earliest, the Series 7, was passed in November 2008. FINRA credited Kevin England with the SIE, which began in October 2018.
Where did Kevin England work before First Source Investment Partners?
Before First Source Investment Partners, Kevin England was registered through SPC, January 2015 to November 2022; Ameriprise Financial Services, Inc., January 2014 to October 2014.
Where is Kevin England based?
Kevin England’s registered office is in Lone Tree, CO.
Is Kevin England registered with FINRA?
No. Kevin England has no current broker registration.
Is Kevin England a CFP?
First Source Investment Partners lists Kevin England with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Kevin England’s record?
Search CRD 5558271 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin England’s full registration record.
