KPV Financial Services, LLC

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Tax Time and Financial Planning

Kent P. Von Der Vellen CFP®, CRPC®, CPFA®,

March 26, 2026

Contact

Office: (330) 368-4306

Office: (440) 261-4200 ext. 206

225 East Liberty Street

Suite 201

Medina, OH 44256

FINRA Series 7 & Series 66 Securities Registration, Life, Health, Disability, Long Term Care Insurance, and Variable Annuities Licenses

kent@kpvfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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