Financial Advisor, Looking Glass Financial Services, Inc.
Kevin Mix is a leading Financial Advisor at Looking Glass Financial Services, Inc., with over 25 years of experience dedicated to helping clients successfully navigate their journey into and through retirement. Based in Michigan, Kevin combines his extensive knowledge of financial planning with a deep understanding of Social Security strategies, making him a trusted resource for individuals seeking to maximize their retirement benefits and secure their financial future.
Kevin Mix has completed the IRMAACP™ training in Medicare planning, with focused expertise in Medicare and income-related premium planning.
Respected in his field, Kevin’s personalized approach ensures that every client receives tailored advice that aligns with their unique goals and circumstances. His commitment to excellence and client satisfaction is evident in the long-lasting relationships he has built over the years. A married father of four and proud grandfather of three, Kevin understands the importance of family and planning for a prosperous future.
Outside of his professional life, Kevin enjoys golfing, traveling, and hiking, further enhancing his ability to connect with clients on a personal level. Whether you are preparing for retirement or looking for expert guidance on Social Security, you can rely on Kevin Mix to provide the insights and support you need to achieve financial success.
Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisers do not render tax, legal, or accounting advice. Insurance products and services are offered through Looking Glass Insurance Solutions. Looking Glass Insurance Solutions and Looking Glass Wealth Management is not affiliated with Gradient Securities, LLC.
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.