Kevin Stites has been Minority Owner, General Partner of Stites Financial Consulting since January 2025, is not listed as a control person, but directly owns between 10% and 25% of the firm. Kevin Stites holds an M.S. in Personal Financial Planning from the College for Financial Planning and a B.A. in Communication Studies from California State University Sacramento.
Stites Financial Consulting is a Wilton, CA firm with $132M under management, 265 clients and 2 advisers in one office, as of its March 2026 filing.
Kevin Stites is an Investment Adviser Representative of Stites Financial Consulting, based in Wilton, California. Stites is also Owner and Tax Preparer of Stites Tax. As a representative of the firm, Stites is supervised by Shawn Stites, the firm's Chief Compliance Officer.
Kevin Stites’ longest registration is the current one, 8 years at Stites Financial Consulting since 2018. Before joining Stites Financial Consulting in 2018, Kevin Stites was registered through United Planners' Financial Services of America A Limited Partner.
- Stites Financial ConsultingCurrent– present · 8 yearsWilton, CA · Adviser representative · Firm CRD 293058
- United Planners' Financial Services of America A Limited Partner– · 2 yearsRoseville, CA · Adviser representative · Firm CRD 20804
Professional designations
Listed by Stites Financial Consulting
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kevin Stites is registered as an investment adviser representative in 3 states. The first approvals date from July 2018; the most recent are Idaho and Texas, in March 2024.
- CaliforniaSince 6 July 2018
- IdahoSince 12 March 2024
- TexasSince 12 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 August 2017 |
| Series 7 | General Securities Representative Examination | 13 July 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Andrew Stites
- CRD
- 6718670
- Firm
- Stites Financial Consulting · CRD 293058
- Role
- Minority Owner, General Partner
- Office
- 9516 CLAY STATION ROAD, Wilton, CA 95693
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stitesfc.com
Where does Kevin Stites work?
Kevin Stites has been Minority Owner, General Partner of Stites Financial Consulting since January 2025.
Is Kevin Stites a financial advisor?
Yes. Kevin Stites has a current investment-adviser registration in California, Idaho and Texas, through Stites Financial Consulting since July 2018.
How many years of experience does Kevin Stites have?
Kevin Stites has 9 years in the financial industry, since July 2017, across 2 adviser firms.
What exams has Kevin Stites passed?
Kevin Stites has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2017. FINRA credited Kevin Stites with the SIE, which began in October 2018.
Where is Kevin Stites based?
Kevin Stites’ registered office is in Wilton, CA.
Is Kevin Stites registered with FINRA?
No. Kevin Stites has no current broker registration.
Is Kevin Stites a CFP?
Stites Financial Consulting lists Kevin Stites with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kevin Stites’ record?
Search CRD 6718670 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Stites’ full registration record.