Kevin Yorgensen has been an investment adviser representative at The Estate Planners Group since April 2019, and is not listed among the firm’s executive officers or direct owners. Kevin Yorgensen holds a Bachelor of Science in Business Administration from the University of Hartford, a Master of Business Administration (MBA) from the University of Hartford, a Master's Certificate in Project Management from George Washington University and an Insurance Executive Development Program Certificate from Wharton School at the University of Pennsylvania.
The Estate Planners Group LLC is a Yardley, PA firm with $422M under management, 342 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Kevin Yorgensen is Financial Advisor of The Estate Planners Group. He held executive positions at large financial services firms during a 35+ year career in Information Technology, last serving as Chief Information Officer at Prudential Annuities. Other endeavors included starting a small business, running his own consulting services business and serving as an adjunct professor at the University of Hartford. He joined the firm at the beginning of 2019.
- The Estate Planners GroupCurrent– present · 7 yearsFort Collins, CO · Adviser representative · Firm CRD 124418
Professional designations
Listed by The Estate Planners Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kevin Yorgensen is registered as an investment adviser representative in 2 states. The first approvals date from April 2019; the most recent is Colorado, in July 2025.
- ColoradoSince 1 July 2025
- FloridaSince 11 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 April 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Peter Yorgensen
- CRD
- 7080183
- Firm
- The Estate Planners Group · CRD 124418
- Office
- 155 E Boardwalk Dr, #516, Fort Collins, CO 80525
- Registration
- Investment adviser registration
- In the industry since
- April 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- epgnow.net
Where does Kevin Yorgensen work?
Kevin Yorgensen is an investment adviser representative registered through The Estate Planners Group LLC since April 2019, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Yorgensen a financial advisor?
Yes. Kevin Yorgensen has a current investment-adviser registration in Colorado and Florida, through The Estate Planners Group since April 2019.
How many years of experience does Kevin Yorgensen have?
Kevin Yorgensen has 7 years in the financial industry, since April 2019, across 1 adviser firm.
What exams has Kevin Yorgensen passed?
Kevin Yorgensen passed the Series 65 in April 2019.
Where is Kevin Yorgensen based?
Kevin Yorgensen’s registered office is in Fort Collins, CO.
Is Kevin Yorgensen registered with FINRA?
No. Kevin Yorgensen has no current broker registration.
Is Kevin Yorgensen a CFP?
The Estate Planners Group lists Kevin Yorgensen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kevin Yorgensen’s record?
Search CRD 7080183 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Yorgensen’s full registration record.