About Us

Kevin Banitt, CFP®

Partner/Financial Planner
Phone: 507-289-4045
Fax: 507-287-8797

I’m Kevin Banitt, CFP®, partner and financial planner at our firm. I started in the finance industry after earning a bachelor’s degree in economics from the University of Minnesota. In 2008, I found a home in financial planning as I worked jointly with a Minnesota-based advisor for four years. When it came time for him to retire, I bought his practice in 2013.

While I’m a Minnesota native and still maintain a full staff and office there, my wife and I moved to South Carolina in July of 2018. Yes, part of the reason was to avoid those Minnesota winters. But I’m also here to work with clients on the East Coast while partnering with another soon-to-retire advisor.

My wife, Devin, and I are enjoying raising our family in a full house. We have two boys, Maxwell and his younger brother, Miles, along with our two dogs, Bella and Louie. When I have some free time on my hands, you can find me spending it with our family, or enjoying some boating, golf, hunting, fishing and archery.

You can find Kevin at our  Columbia, South Carolina  location as well as our Rochester, MN location.

 

 

 

 

CFP® and CERTIFIED FINANCIAL PLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

 

 

 

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.

is not owned or operated by AXA Advisors, LLC or its affiliates.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. 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.

Falcon Financial Group, LLC is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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