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- Advanced Advisor Group LLC
- AE Financial Services, LLC
- American Global Wealth Management, Inc
- American Portfolios Financial Services Inc
- Ameriprise Financial Services, LLC
- Ameritas Investment Corp
- APW Capital, Inc
- Arete Wealth Management, LLC
- Arkadios Capital
- Arque Capital Ltd
- Ausdal Fin Planners
- Avantax Investment Services, Inc
- Avondale Partners LLC
- AXA Advisors LLC
- Bankers & Investors Company
- Beard Financial Services Inc
- Benjamin F Edwards & Company Inc
- Calton & Associates Inc
- Cambridge Investment Research Inc
- Cantella & Co
- Cape Fear Securities Inc
- Cape Securities Inc
- Capital Investment Brokerage Inc
- Capital Investment Group
- CBSI
- Centaurus Financial, Inc
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- CFD Investments Inc
- Citizens Securities, Inc
- Commonwealth Financial Network
- Copper Financial Network, LLC
- CoreCap Inv Inc
- County Teachers Principal Ins Agency Inc
- CreativeOne Securities, LLC
- Crown Capital Securities
- CUE Financial Group, Inc
- CUSO Financial Services
- CUSO Financial Services - Truliant FCU
- DFPG Investments, LLC
- Dominion Inv Serv Inc
- Equity Services Inc
- Essex National Securities, LLC
- Financial Telesis Inc
- FinTrust Brkg Serv
- First Citizens Investor Services, Inc.
- First State Financial Management Inc
- Florida Atlantic Sec Corp
- Foothill Securities, Inc
- Fortune Financial Services, Inc
- FSC Securities Corporation
- Girard Securities, Inc
- Glen Eagle Advisors LLC
- Grove Point Investments, LLC
- GWN Securities, Inc
- Harbour Investments Inc
- Hilltop Securities Inc
- Independent Financial Group LLC
- Infinex Investments, Inc
- International Assets Advisory, LLC
- INVEST Financial Corp
- Investment Centers of America Inc
- Investment Planners Inc
- Janney Montgomery Scott
- JJB Hilliard WL Lyons LLC
- JW Cole Financial Inc
- Kalos Capital, Inc
- Kestra Investment Services, LLC
- Key Investment Services LLC
- Larson Financial Securities, LLC
- LaSalle St Insurance Services Inc
- LaSalle St Securities LLC
- Lincoln Financial Advisors Corp
- Lincoln Financial Securities Corp
- Lincoln Investment Planning LLC
- Lion Street Financial LLC
- Lockton Financial Advisors LLC
- LPL Financial Services
- LPL Financial Services - Marine FCU
- M Holdings Securities Inc
- M.S. Howells & Co
- McAdams Wright Ragen Inc
- McDonald Partners LLC
- McLaughlin Ryder Investments Inc
- Mercer Allied Company, L.P.
- Meridien Financial Group
- Midwestern Securities Trading Co LLC
- MMA Securities LLC
- Momentum Independent Network
- Money Concepts Capital Corp
- Morgan Stanley
- Mutual Securities Inc.
- National Planning Corporation
- National Securities Corporation
- Nationwide Planning Assoc
- New England Securities
- NEXT Financial Group, Inc
- NFBS LLC
- Northwestern Mutual Inv Serv, LLC
- NYLIFE Securities LLC
- OneAmerica Securities Inc
- Oppenheimer & Co Inc
- Parkland Securities, LLC
- Peak Brokerage Services, LLC
- Pentegra Distributors Inc
- PFS Investments Inc
- PNC Investments LLC
- Private Client Services, LLC
- Purshe Kaplan Sterling Investments
- Questar Capital Corp
- Quorum Insurance LLC
- Raymond James & Associates Inc
- Raymond James Financial Services, Inc
- RBC Capital Markets LLC
- Regulus Advisors
- Royal Alliance Associaties Inc
- SA Stone Wealth Management
- SagePoint Financial Inc
- Santander Securities LLC
- Saxony Sec Inc
- SCF Securities Inc
- Securities America Inc
- Sigma Financial Corp
- Signator Investors Inc
- SII Investments Inc
- Silver Oak Securities Inc
- Smith, Moore & Co
- Southwest Securities Inc
- Stephens Insurance LLC
- Sterne Agee & Leach Inc
- Sterne Agee Financial Services Inc
- Stifel Independent Advisors, LLC
- Stifel Nicolaus & Co Inc
- Sunbelt Securities Inc
- SWBC Investment Svcs LLC
- SWS Financial Services Inc
- The Huntington Investment Company
- The O.N. Equity Sales Company
- Triad Advisors, Inc
- Truist Investment Services, Inc
- UBS Financial Services
- United Brokerage Services, Inc
- United Planners Financial Serv of America
- VALIC Financial Advisors Inc
- Valley National Investments
- Valmark Securities, Inc
- Voya Financial Advisors, Inc.
- Wedbush Securities Inc
- Wintrust Investments, LLC
- Woodbury Financial Services Inc
- WRP Investments Inc
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Wholesaler for
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Michael Silverstein, BFA
Regional Sales Director
Phone: 980.240.4515
Email: Michael.silverstein@trustage.com
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Kevin has served in many roles over his more than 20 years in the financial sales and services industry, from internal sales to senior sales leadership, and now external sales. He has experience with a diverse range of product lines including annuities, mutual funds and alternative investments. Kevin holds a Bachelor of Science degree in Marketing from the University of Colorado Boulder Leeds School of Business, and he previously worked at Transamerica and Provasi Capital Partners.
He and his family — his wife, two teenage sons and a beagle — love the outdoors. Being near the Rocky Mountains, they enjoy skiing and snowboarding in the winter and hiking and camping in the summer. It’s a beautiful place to live! During the school year, they are busy with youth sports, including competitive soccer, swimming, weightlifting and wrestling. It’s never a dull moment in the Jones household.
In his role at TruStage™, Kevin’s top priority is to invest in his advisors’ businesses. He and his team strive to deliver the right tools and resources so advisors can provide their clients with the investment journey they deserve. He listens to their challenges, asks questions to understand, and delivers what they need. From business-building ideas and client engagement resources, to timely sales ideas and annuity expertise, Kevin aims to be an extension of an advisor’s practice and a preferred partner.
- Behavioral Finance AdviceTM (BFATM)
- Securities Registered with FINRA®
- Holds Series 7, 24, 63, 6 and 26 Registrations
Kimberly joined TruStage™ in 2018. She obtained a bachelor’s degree in Business Administration with an emphasis in Corporate Finance from Upper Iowa University and is currently working towards her master’s in that same program.
Outside of schoolwork, she enjoys working in the garden, golfing, reading and going for walks with her dog. Kimberly and her husband also enjoy attending Iowa Hawkeye sporting events and spending time with family.
Her strength when working with advisors is being thorough, dependable, proactive and affable. With her experience, she can provide unique perspectives to help with marketing ideas.
- Securities Registered with FINRA®
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