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Kevin Allen Pollack

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Advisor Services

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Funds Used With Clients

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No timeline events available.
Employer Years Dates
Retirement Wealth Advisors 4 years Jan 2016 - Present
Global Financial Private Capital 2 years, 11 months Feb 2013 - Jan 2016
Chamberlain Warden 7 years Jan 2013 - Present
Titan Advisory 1 year Jan 2012 - Jan 2013
Walmart 1 year, 4 months Aug 2010 - Dec 2011
Western Mich Univer 3 years, 3 months Jan 2009 - Apr 2012

Designations & Memberships

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Articles and Answers

Insights by Kevin Pollack

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Ask a financial questionAsk a question
How much money do i have in my account?
Andres,In order to provide you with the answer to your question, I would need to know what type of account you are inquiring about, e.g. brokerage, IRA, 401k, etc… I am more than happy to help, just contact me directly via the envelope above, next to my name.If this is the answer you were looking ...  (more)
Answered May 2015
How to I go about getting my financial status with my 401K?
Sandra,If you're inquiring about how to access your 401(k) account to see contributions, account values, etc. I recommend you speak to your Human Resources representative at your place of employment. Your HR rep will be able to direct you to your 401(k) Plan Administrator. From their, you can regis...  (more)
Answered Mar 2015
I no longer work for the company and have funds in account. How can I get access to the account to roll into an IRA?
Anita,First off, let me say that I am happy you have the forethought to rollover your 401k into an IRA. In order to ensure you won’t have any surprises, like income tax and early withdrawal penalties; I recommend establishing a “Rollover IRA” prior to attempting to move the funds. In the meantime, ...  (more)
Answered May 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
    • as of date
      Nov 18, 2019
    • license status
      Not registered
    • disclosures
    • as of date
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



    There are no assets to display at this time.


    Types of Compensation Arrangements