Kevin Hagerty, AIF®

Financial Advisor

Kevin Hagerty, AIF®

Kevin@PlanWithRFG.com
Phone: 513-653-7073
Fax: 513-624-3124
My Compliance Disclosures

What do you enjoy most about being a financial advisor? 

Meeting with and listening to my clients as we create dependable strategies for their goals.
 

Are you a sports fan?

Yes, even though my team isn’t a popular local choice – Michigan. Go Blue!
 

What does your perfect day look like? 

Beach day, followed by a seafood dinner in Florida or UP North Michigan.
 

Kevin graduated from the University of Cincinnati and has been in the investment and insurance industry for 27 years. As an IAR, Investment Advisor Representative, he holds the designation of AIF® (Accredited Investment Fiduciary), along with Life and Health insurance licenses, and the Series 6 and 63 securities registrations.

At the beginning of Kevin’s financial career, he focused on helping hospital, university, and public school employees invest for retirement. Through the years, that planning has evolved into a systematic approach to building, managing, and preserving client assets – built on a steady, research-based approach. A few of the areas covered during this process include planning for education expenses, retirement planning, retirement income strategies, as well as various types of insurance.

Kevin joined the RFG family in February 2023.

Check the background of this investment professional on FINRA’s BrokerCheck.

OUR ACCOLADES

Best Places To Work 2023
Rosselot Financial BBB A+
AIF
2022 Five Star Wealth Manager
2023 Best of Cincinnati

Check the background of this firm on FINRA’s BrokerCheck

  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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The Rosselot Financial Group
Copyright 2024 © The Rosselot Financial Group. All Rights Reserved.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2023, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.