AeroLeads people directory · profile
Kevin Walsh, Crpc®, Cpfa® Email & Phone Number
Financial Advisor and OSJ Principal
at
Ensemble Financial Strategies
1 work email found
@wealthplanfinancial.com
2 phones found area 603
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor and OSJ Principal
Location
Charlotte, North Carolina, United States
Company size
Who is Kevin Walsh, Crpc®, Cpfa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kevin Walsh, Crpc®, Cpfa® is listed as Financial Advisor and OSJ Principal at Ensemble Financial Strategies, a company with 9 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wealthplanfinancial.com, phone signal with area code 603, and a matched LinkedIn profile for Kevin Walsh, Crpc®, Cpfa®.
Kevin Walsh, Crpc®, Cpfa® previously worked as Financial Advisor & OSJ Principal at Ensemble Financial Strategies and Financial Advisor & Registered Principal at Lincoln Financial Network. Kevin Walsh, Crpc®, Cpfa® holds Bachelor Of Science - Bs, Aviation Management from Bridgewater State University.
Company email context
Email format at Ensemble Financial Strategies
This section adds company-level context without repeating Kevin Walsh, Crpc®, Cpfa®'s masked contact details.
*@wealthplanfinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Kevin Walsh, Crpc®, Cpfa®. Compare company email patterns before reaching out.
Profile bio
About Kevin Walsh, Crpc®, Cpfa®
Kevin Walsh, Crpc®, Cpfa® is a Financial Advisor and OSJ Principal at Ensemble Financial Strategies. He possess expertise in series 7, series 24, series 4, series 63, project management and 15 more skills.
Listed skills include Series 7, Series 24, Series 4, Series 63, and 16 others.
Current workplace
Kevin Walsh, Crpc®, Cpfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ensemble Financial Strategies
9 roles
Kevin Walsh, Crpc®, Cpfa® work experience
A career timeline built from the work history available for this profile.
Financial Advisor & Osj Principal
CurrentSecurities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Ensemble Financial Strategies and Cambridge are not affiliated. Content provided via links to third-party.
Oct 2022 - Present
Financial Advisor & Registered Principal
May 2016 - Jan 2023
Vp, Operations & Financial Planning
May 2016 - May 2022
Director, Trade Desk & Service Team
Apr 2014 - May 2016
Broker/Dealer Operations Manager
Jan 2013 - Apr 2014
Trade Service Representative
Jun 2012 - Jan 2013
Investment Services Representative
Sep 2011 - Jun 2012
Life Customer Service Professional
Aug 2010 - Sep 2011
2 education records
Kevin Walsh, Crpc®, Cpfa® education
Bachelor Of Science - Bs, Aviation Management
Bridgewater State University
Education record
John Stark Regional High School
FAQ
Frequently asked questions about Kevin Walsh, Crpc®, Cpfa®
Quick answers generated from the profile data available on this page.
What company does Kevin Walsh, Crpc®, Cpfa® work for?
Kevin Walsh, Crpc®, Cpfa® works for Ensemble Financial Strategies.
What is Kevin Walsh, Crpc®, Cpfa®'s role at Ensemble Financial Strategies?
Kevin Walsh, Crpc®, Cpfa® is listed as Financial Advisor and OSJ Principal at Ensemble Financial Strategies.
What is Kevin Walsh, Crpc®, Cpfa®'s email address?
AeroLeads has found 1 work email signal at @wealthplanfinancial.com for Kevin Walsh, Crpc®, Cpfa® at Ensemble Financial Strategies.
What is Kevin Walsh, Crpc®, Cpfa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 603 for Kevin Walsh, Crpc®, Cpfa® at Ensemble Financial Strategies.
Where is Kevin Walsh, Crpc®, Cpfa® based?
Kevin Walsh, Crpc®, Cpfa® is based in Charlotte, North Carolina, United States while working with Ensemble Financial Strategies.
What companies has Kevin Walsh, Crpc®, Cpfa® worked for?
Kevin Walsh, Crpc®, Cpfa® has worked for Ensemble Financial Strategies, Lincoln Financial Network, Wealthplan Financial Group, Lincoln Financial Securities, and Lincoln Financial Group.
How can I contact Kevin Walsh, Crpc®, Cpfa®?
You can use AeroLeads to view verified contact signals for Kevin Walsh, Crpc®, Cpfa® at Ensemble Financial Strategies, including work email, phone, and LinkedIn data when available.
What schools did Kevin Walsh, Crpc®, Cpfa® attend?
Kevin Walsh, Crpc®, Cpfa® holds Bachelor Of Science - Bs, Aviation Management from Bridgewater State University.
What skills is Kevin Walsh, Crpc®, Cpfa® known for?
Kevin Walsh, Crpc®, Cpfa® is listed with skills including Series 7, Series 24, Series 4, Series 63, Project Management, Technical Writing, Life Insurance, and Insurance.
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