Kevin Mohr, CFP®, CRPC®
We help plan, save, and grow wealth
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Serving Clients Nationwide
We help plan, save, and grow wealth
Areas of Focus
- Business Owners
- Education Funding
- Estate Planning
- Financial Life Planning
- Giving
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Kevin Mohr, CFP®, CRPC®
Hi, I'm Kevin Mohr. I grew up in a small town in West-Central Wisconsin. Ever since I was young I have always loved helping people understand their financial situations and building long-term relationships with them. This love in my life has led me to a career in financial planning, here at Osaic Wealth, Inc.I received my Bachelor of Science degree, in Personal Finance, from the University of Wisconsin-Madison. Shortly thereafter, after meeting stringent educational and experience requirements, as well as, passing a comprehensive two day exam, I earned the highly respected CERTIFIED FINANCIAL PLANNER™ professional certification, CFP®. Earning this certification, along with obtaining the Chartered Retirement Planning Counselor designation, CRPC®, has provided me with additional knowledge that has helped me better serve my clients now, and in the years to come.
Outside the office I enjoy spending time with my family and friends, especially my wife and our three children. In the future, I look forward not only to helping you build and review your portfolio, but also in helping you move towards achieving your financial goals.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
406 Science Drive Suite 310, Madison, WI 53711
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About The Capital Group
Not everyone’s retirement plan is the same. At The Capital Group, we specialize in building you a unique plan that fits each and every one of your needs.What We Do
We work best with people who are driven by purpose and committed to Financial Independence. Our clients seek personalized guidance and are looking for us to help them enjoy a comfortable and secure retirement. They're also interested in tax optimization and want to verify their investments are suitable for their goals and confirm that they have an efficient plan to maximize their estate.
How We Help
Imagine a world where your financial future is secure, your investments are optimized, and your retirement dreams are within reach. At The Capital Group, we're committed to making that world a reality.
Our team of experienced financial professionals is dedicated to providing you with personalized guidance and tailored solutions to help you achieve your financial goals. With our expertise in finance & wealth planning, retirement solutions, and tax guidance, we'll simplify the complexities of managing your wealth and empower you to make informed decisions.
✔️ Finance & Wealth Planning
Our team of experts will work with you to create a customized financial plan that aligns with your unique goals and risk tolerance. We’ll conduct a thorough analysis of your current financial situation to identify areas for improvement and optimize your wealth. We’re committed to providing ongoing guidance and support as your financial needs evolve.
✔️ Retirement Solutions
Let us help you create a retirement plan that ensures a comfortable and financially secure future. We’ll develop investment strategies tailored to your retirement goals and risk profile and assist you in creating a sustainable retirement income stream to meet your lifestyle needs.
✔️ Tax Guidance
We will help you minimize your aggregate tax liability and maximize your after-tax returns. We’ll provide proactive tax planning strategies to help you avoid costly tax mistakes and ensure that you comply with relevant tax laws and regulations.
About Us
At The Capital Group, we’ve learned that a team approach is the most effective way to navigate the complex financial landscape. By combining diverse perspectives and expertise, we can tailor a personalized strategy to meet your unique needs.
We believe that a collaborative approach leads to better outcomes. Our team works together to provide comprehensive financial advice, from planning and execution to ongoing support. We’ll proactively guide you toward your goals, leveraging the most efficient strategies available.
Securities and investment advisory services offered through Osaic Wealth Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Education
University of Wisconsin-Madison, BS, Consumer Science with Concentration in Personal Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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FAQs
FAQ Disclosures
Securities and investment advisory services offered through Osaic Wealth Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
