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Carl Markham Kakenmaster

Grove Point Investments, LLC

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About Carl Markham Kakenmaster

Carl Markham Kakenmaster is a financial advisor registered with Grove Point Investments, LLC. Carl has been in the industry since 1997 and is currently registered with the following states: Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Missouri, South Dakota, Tennessee, Texas, and Wisconsin. Carl's firm is also registered with FINRA and has a branch office located at 333 Peterson Rd, Ste E, Libertyville, IL.

Firm Information

Carl Kakenmaster is currently registered with Grove Point Investments, LLC. Grove Point Investments, LLC is a Limited Liability Company formed on April 1, 2021, and registered in all 50 states and the District of Columbia. The firm has been the subject of 17 regulatory events and 3 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

81

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Carl Kakenmaster’s Registration & Firm History

IL

07/19/2010 - Present

Grove Point Investments, LLC (LIBERTYVILLE IL)

IL

09/08/2009 - 07/12/2010

LPL FINANCIAL CORPORATION (LIBERTYVILLE IL)

IL

10/28/2002 - 09/08/2009

WATERSTONE FINANCIAL GROUP, INC. (LIBERTYVILLE IL)

IL

08/22/1997 - 10/28/2002

DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

BC

Issued 08/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carl Markham Kakenmaster.
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