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    Leadership & Team

    Kevin
    Roskam

    Senior Advisory Business Consultant

    Kevin Roskam is a Senior Advisory Business Consultant with USA Financial, joining the firm in 2005. He consults with advisors to tailor our investment solutions to each individual client the advisor helps—working toward a goal of streamlining and scaling their business.

    Kevin is an integral part of helping guide the firm’s astounding growth and establishing the firm as a leader in the investment advisory space. Kevin is passionate about helping people at this unique time of their lives. Using USA Financial’s tools to work with retail clients has positioned him to confidently consult advisors about the challenges they face when it comes to explaining the markets and the products they have chosen to interact within those markets. 

    Kevin has a bachelor's degree in history and education. He holds FINRA series licenses 7, 24, 53 and 66 and Life, Health and Accident Insurance Licenses. He loves being outdoors and enjoys spending time with family. His summers are spent boating, fishing, walking the dog, and hanging out under the stars. He is also a huge college football fan and loves Saturdays in the fall.
    Kevin Roskam | USA Financial
    Contact Information
    (888) 444-0125
    Recent Posts
    What’s Trending: Diversification Beyond Assets for Long-Term Success
    Wealth Management

    What’s Trending: Diversification Beyond Assets for Long-Term Success

    As 2025 comes to a close, the S&P 500 is up nearly 18% for the year—but what does that mean for your portfolio? In this December Trending Report, Kevin Roskam breaks down the year’s market performance, the role of trending strategies, and why diversification by time and philosophy matters more than ever. Learn how unemotional, disciplined investing helps you navigate volatility and stay focused on long-term success.
    What’s Trending: Why Active Management Matters When Emotions Run High
    Wealth Management

    What’s Trending: Why Active Management Matters When Emotions Run High

    In this November’s Trending Report, Kevin Roskam of USA Financial dives into the emotional side of investing and why keeping short-term fears in check is crucial for long-term success. He shares a real-life client story that highlights how media-driven anxiety can derail financial plans and reminds us that market corrections aren’t just possible—they’re normal. Kevin explains how trends show the importance of active management in today’s market, where not all 500 S&P stocks are moving together. He explores how diversification, discipline, and a clear understanding of your portfolio’s purpose can help investors navigate volatility with confidence. Whether you’re an advisor guiding clients or an investor staying the course, this report is a timely reminder that disciplined strategies—not emotions—drive lasting results.
    What’s Trending: September’s Market Rally, Stock Market Updates, & AI
    Wealth Management

    What’s Trending: September’s Market Rally, Stock Market Updates, & AI

    In this October’s Trending Report, Kevin Roskam breaks down why sticking to a disciplined, unemotional investment strategy continues to pay off—especially when the headlines say otherwise. Despite September’s reputation as a historically weak month for the markets, the S&P 500 gained 3.5%, showing once again that trends—not feelings—drive results. Kevin dives into what fueled the rally, from the Fed’s rate cut to tech sector strength, and explores how theme-based investing—like AI, automation, and clean energy—is shaping market momentum. He also reminds us that long-term success may involve tuning out political noise and short-term emotions. Tune in for key takeaways, market charts, and insights designed to help you stay focused on the data—not the drama.