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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’s Trending: Is Your Portfolio Ready for 2025?
    Wealth Management

    What’s Trending: Is Your Portfolio Ready for 2025?

    Following a strong market performance in 2024, you may be wondering what’s ahead in 2025 – especially after market performance the first couple weeks of the new year. In this edition of the Trending Report, we discuss the critical importance of maintaining an unemotional investment strategy. We'll explore why reacting to short-term market swings can hurt your long-term goals and provide practical tips for staying disciplined and focused on your financial plan - especially during times of change and uncertainty.
    What’s Trending: Unwrapping 2024 Trend Predictions
    Wealth Management

    What’s Trending: Unwrapping 2024 Trend Predictions

    Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing and focusing on trendlines over headlines.
    What’s Trending: The Importance of Unemotional Investing
    Wealth Management

    What’s Trending: The Importance of Unemotional Investing

    Like leaves falling in the autumn, change is inevitable. In this edition of the Trending Report, we'll talk about the importance of unemotional investing – especially during times of change and uncertainty.