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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 ext. 470
    Recent Posts
    What is a TAMP and Why Do Advisors Use Them?
    Wealth Management

    What is a TAMP and Why Do Advisors Use Them?

    The financial services industry is a whirlwind of change: New rules, products, and evolving technologies that can quickly overwhelm even the most seasoned advisor. Add to that the juggling act of managing daily demands and operational tasks while building your ideal practice. No wonder so many advisors feel like they’re just winging it year after year.
    USA Financial Formulas: A Versatile Investment Management Strategy
    Wealth Management

    USA Financial Formulas: A Versatile Investment Management Strategy

    How would your days be different if you could rely on an unemotional investment management system?
    How a Dirt Road Relates to the Stock Market
    Wealth Management

    How a Dirt Road Relates to the Stock Market

    Our weekend getaway to visit friends who recently moved out to the countryside started smoothly. But as the GPS guided us onto a dusty dirt road, my wife’s excitement morphed into concern.