Kevin Kennedy has been Owner/Investment Adviser Representative of MFG Investments since November 2023, is not listed as a control person, but directly owns between 10% and 25% of the firm.
MFG Investments, LLC is a Medford, NJ firm with $146M under management, 344 clients and 5 advisers across 2 offices, as of its April 2026 filing.
Kevin Kennedy is an Investment Advisor Representative of MFG Investments, LLC. He works with individuals and families to develop financial strategies built around long-term goals and life needs, across wealth management, retirement planning and tax-efficient strategies. As a member of the firm's investment committee, Kennedy contributes to portfolio design, asset allocation and strategy development. He hosts "Wealth Wednesdays with MFG" and the "Money Moves with MFG" podcast.
Professional designations
Listed by MFG Investments
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Kevin Kennedy is registered as an investment adviser representative in 2 states. Each was approved in September 2024.
- DelawareSince 18 September 2024
- New JerseySince 12 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 June 2020 |
| Series 7TO | General Securities Representative Examination | 18 May 2020 |
| SIE | Securities Industry Essentials Examination | 6 January 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kevin Kerwin Kennedy
- CRD
- 7231189
- Firm
- MFG Investments · CRD 125122
- Role
- Owner/Investment Adviser Representative
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- mfginvestments.com
Where does Kevin Kennedy work?
Kevin Kennedy has been Owner/Investment Adviser Representative of MFG Investments, LLC since November 2023.
Is Kevin Kennedy a financial advisor?
Yes. Kevin Kennedy has a current investment-adviser registration in Delaware and New Jersey, through MFG Investments since November 2023.
How many years of experience does Kevin Kennedy have?
Kevin Kennedy has 6 years in the financial industry, since July 2020, across 1 adviser firm.
What exams has Kevin Kennedy passed?
Kevin Kennedy has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2020.
Is Kevin Kennedy registered with FINRA?
Yes. Kevin Kennedy has a current broker registration, under CRD 7231189.
Source: FINRA BrokerCheck
How can I verify Kevin Kennedy’s record?
Search CRD 7231189 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kevin Kennedy’s full registration record.
