Kevin Knull, CFP®, serves as Chief Executive Officer of TaxStatus, a groundbreaking fintech company transforming financial services through seamless IRS account monitoring and consent-based access to IRS-Verified Financial data. With more than 25 years of experience in financial services and financial technology, Kevin has built a career defined by innovation, growth, and leadership — continuously pushing the boundaries of what’s possible in financial services.
Before joining TaxStatus, Kevin held prominent executive roles at leading organizations including MoneyGuidePro, YCharts, Symetra Investment Management, Symetra Services, Inc., and Hartford Financial Services, as well as serving as CEO and President of multiple registered investment advisory firms. Most notably, he led MoneyGuidePro through a period of hyper-growth, culminating in its landmark acquisition by Envestnet.
In addition to his corporate leadership, Kevin has provided strategic guidance to numerous public and private financial services and fintech organizations as a consultant. He is also the co-founder of Integrated Wealth Platform and the author of Exploring Advice: What You Need to Know About Good Financial Advice — a respected guide that empowers advisors to elevate their practices and helps consumers better understand the value of quality financial advice.
A veteran of the U.S. Coast Guard, Kevin completed three tours, including serving as Commanding Officer of the USCGC Point Countess, and is a proud graduate of the U.S. Coast Guard Academy. He continues to champion progress in the financial services industry by improving the quality of advice delivered to clients and driving innovation that supports advisors’ long-term success.