Kevin Groves has been an investment adviser representative at Oregon Pacific Wealth Management since January 2024, and is not listed among the firm’s executive officers or direct owners. Kevin Groves holds a Degree in Psychology from the University of Oregon.
Oregon Pacific Wealth Management, LLC is a Medford, OR firm with $156M under management, 272 clients and 4 advisers across 3 offices, as of its September 2026 filing.
Kevin Groves is Wealth Advisor of Oregon Pacific Wealth Management, based in Medford, Oregon. He joined the firm's wealth management team in 2015 and works with individuals, families and business owners on personalized financial strategies. He provides guidance across investment management, retirement planning and tax-efficient wealth transfer.
- – present · 10 yearsFlorence, OR · Adviser representative · Firm CRD 283958
Professional designations
Listed by Oregon Pacific Wealth Management
- CFP®
Investment adviser representative registrations
Kevin Groves is registered as an investment adviser representative in 2 states. Each was approved in January 2024.
- OregonSince 26 January 2024
- WashingtonSince 26 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 May 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 March 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 January 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kevin James Groves
- CRD
- 5714436
- Firm
- Oregon Pacific Wealth Management · CRD 283958
- Office
- 1355 HIGHWAY 101, Florence, OR 97439
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oregonpacificwealth.com
Where does Kevin Groves work?
Kevin Groves is an investment adviser representative registered through Oregon Pacific Wealth Management, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Groves a financial advisor?
Yes. Kevin Groves has a current investment-adviser registration in Oregon and Washington, through Oregon Pacific Wealth Management since January 2024.
How many years of experience does Kevin Groves have?
Kevin Groves has 10 years in the financial industry, since July 2016, across 1 adviser firm.
What exams has Kevin Groves passed?
Kevin Groves has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in January 2010.
Where is Kevin Groves based?
Kevin Groves’ registered office is in Florence, OR.
Is Kevin Groves registered with FINRA?
No. Kevin Groves has no current broker registration.
Is Kevin Groves a CFP?
Oregon Pacific Wealth Management lists Kevin Groves with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Kevin Groves’ record?
Search CRD 5714436 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Groves’ full registration record.