Kevin Welu brings 30 years of experience and expertise in financial planning and management to the team at TrueNorth Wealth Management. Kevin believes in building strong relationships with clients and that this is the foundation of a truly meaningful investment experience. Your finances and investments have a purpose- your unique purpose. By embracing the importance of personal integrity and stewardship of client trust, Kevin provides comprehensive and sound financial guidance, combined with an extraordinary client experience.
Kevin offers investment strategies to fit different needs and desires. From investment management to private client services, clients receive personalized guidance and exceptional service every step of the way.
Kevin received a B.A. in Mathematics from Coe College in Cedar Rapids, Iowa. He holds his Series 7, 65, 24, & 63 licenses with LPL Financial. He is also insurance licensed for life, health, and long-term care.
Community involvement and philanthropy are important to Kevin. He has served as Chair of the Board of Directors for the Greater Cedar Rapids Community Foundation, as well as previously serving as Chair of the foundation’s Investment Committee. He & his wife, Nancy, are active volunteers with the American Cancer Society. Kevin is also past Chair of Lutheran Services in Iowa’s Charitable Foundation. He currently serves on the Coe College Board of Visitors and is an active Coe alum.