Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Kagel is a financial advisor with over 40 years of experience in the industry. Dennis is currently registered with Ae Wealth Management, LLC. Dennis has experience providing financial advice to individuals, businesses and pension plans. Dennis is a Chartered Financial Consultant.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
01/20/2023 - Present
AE Wealth Management, LLC (Normal IL)
IL
04/20/2011 - 05/19/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (NORMAL IL)
IL
08/31/2004 - 07/15/2010
AMERITAS INVESTMENT CORP. (NORMAL IL)
IA
08/05/2004 - 09/01/2004
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
AZ
10/01/2002 - 06/22/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
08/05/1981 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 01/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/03/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Dennis Kagel is the right advisor for you? Invested Better is here to help.
