AXA Advisors, LLC - Great Lakes Branch

CONNECT

Address:

201 W. Big Beaver Rd., Suite 300
Troy, MI 48084

Phone:

(248) 641-1000

Kevin Bates, ChFC, CLU

Kevin Bates, ChFC, CLU

Financial Professional

Area of Focus - Kevin Bates is a Vice President with Cambridge Wealth Strategies, a division of Cambridge Consulting Group.  Mr. Bates is also a corporate shareholder.  In this capacity he works with professionals, business owners and high net-worth individuals in the pursuit of asset accumulation and wealth preservation.

Mr. Bates has over 25 years of experience in the financial services industry and is a chartered life underwriter and chartered financial consultant.  Mr. Bates consults with professionals and business owners in the areas of estate conservation, business succession, retirement wealth strategies, financial and investment planning.  He is also a frequent speaker on these topics for both public and professional groups.

As an active member of the local professional community, Mr. Bates is affiliated with the Society of Financial Service Professionals, Greater Detroit Association of Life Underwriters and the Small Business Forum.  He is also a member of the Everest Academy Advisory Board, Schoolcraft College Foundation finance committee and a prior registered player financial advisor for the National Football League Players Association.

Mr. Bates is a graduate of American College in Bryn Mawr, PA and attended Western Michigan University, where he earned a Bachelor of Science in finance.  He resides in Clarkston with his wife and three children.

California Insurance License #: 0C17522


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (248) 743-4300
Fax (248) 743-4301
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck