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Investment Management

Investment Management

Our investment management services, offered through LPL Financial, includes the use of numerous financial instruments including common stock, preferred stock, bonds (corporate, agency, u.s. treasury), certificates of deposit, options, mutual funds, and exchange traded funds.

Financial Planning

Financial Planning

Financial stability of our clients is our primary focus.  Our financial planners will meet with you, evaluate your individual needs and actively create plans with multiple options that will allow you to determine which plan you feel most comfortable with.

Retirement Planning

Retirement Planning

Since 1982, Kidwell and Company has advised and created retirement plans that illustrate a detailed idea of when you can retire.

Estate Planning

Estate Planning

In a challenging world, you’ve worked hard to earn your success. Now, you must make crucial decisions to prepare for the lifestyle you dreamed of for your retirement years, and to aid the retirement of your employees.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Kidwell & Company are separate entities from LPL Financial.

The LPL Financial registered representative associated with this website may only discuss and/or transact business with residents of the following states: Alabama, Arkansas, Arizona, California, Florida, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Missouri, Nevada, Oregon, Texas, Washington, Wyoming.

IMPORTANT CONSUMER INFORMATION A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.