Customer Relationship Summary

Kevin M. Hardee, MBA, CFP®

Kevin is originally from Gadsden, Alabama and is a graduate of Auburn University (BS) and Samford University where he earned his Master of Business Administration (MBA).

Kevin began his career in financial services as an investment portfolio manager in the asset management division of a Birmingham based bank. In addition to his duties as a portfolio manager, Kevin served on multiple committees pertaining to asset allocation, portfolio construction and manager research. He is also a CERTIFIED FINANCIAL PLANNER™ professional. The CERTIFIED FINANCIAL PLANNER™ designation is a professional certification conferred by the Certified Financial Planner Board of Standards.

Kevin and his wife Ericca moved to Hernando in 2009 where they have grown to a family of four. He enjoys hunting, fishing, and watching his boys play baseball.

Professional
  • BS, Auburn University
  • MBA, Samford University
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Securities Registrations 7,66,24
  • Insurance licenses: Life/Health, Variable Insurance & Annuities

AR Insurance Lic. No. 3001049443


Let's Talk

Let's Talk. Schedule A Meeting.

Feel free to ask anything about our services, or schedule a meeting with me.

Independent Planning Group

2540 Highway 51 South
Hernando, MS 38632

PH: (662) 429-0040
FAX: (888) 207-9309

khardee@iplanninggroup.com

Meet Chas

  • Chas Emerson, CFP®, ChFC

    Chas is a sixth generation native of Hernando, Mississippi, and attended The University of Mississippi where he earned a BBA degree. READ MORE

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, www.SIPC.org, 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. Independent Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Individuals are licensed to sell investments in Alabama, Arkansas, California, Florida, Georgia, Mississippi, North Carolina, Tennessee, Texas.

Individuals are licensed to sell insurance in Alabama, Arkansas, Florida, Mississippi, North Carolina, Tennessee, Texas. Chas Emerson, Domicile State: MS, AR Insurance Lic. No. 8142949.

Independent Planning Group | PH: (662) 429-0040 | FAX: (888) 207-9309 | cemerson@iplanninggroup.com