Kevin Rule

Kevin Rule, located at Security State Wealth Management, offers a wide range of financial planning products and services. Kevin’s primary goal is to help clients make sound financial decisions. He places a high value on the client relationship and gets a tremendous amount of satisfaction from helping people understand and organize their financial matters. He can work closely with individuals and businesses with issues such as retirement planning, college planning, managing income taxes, risk management and other business planning matters.

Kevin is a graduate of Texas Tech University where he earned a B.S. in Family Financial Planning. With 12 years in the financial services industry, Kevin has a broad understanding of individual and business issues. He is a fully licensed representative, and holds his series 7, Series 63, series 65, as well as a state insurance license. He thrives to become the primary resource for his client’s financial questions and concerns.  Whether you are looking to establish a new financial plan, update your current one, or looking for advice on a specific issue, please contact Kevin by phone or email.

Securities are offered by and financial consultants are registered with UVEST Financial Services. UVEST Financial Services and Security State Wealth Management are independent entities.

Not FDIC Insured  -  Not Bank Guaranteed  -  May Lose Value Not Guaranteed by any Government Agency  -  Not a Bank Deposit