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Kenneth Allen Link

Stonegate Investment Group, LLC

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About Kenneth Allen Link

Kenneth Allen Link is an investment advisor representative with Stonegate Investment Group, LLC. Kenneth has been in the industry since November 2013 and previously worked with companies such as Ameriprise Financial Services, Inc., Janus Henderson Distributors, and Brookfield Oaktree Wealth Solutions LLC. Kenneth holds the Series 66, Series 7, and SIE licenses and specializes in Financial Planning, Pension Consulting, and Portfolio Management for individuals and pooled investment vehicles.

Firm Information

Kenneth Link is currently registered with Stonegate Investment Group, LLC. Stonegate Investment Group, LLC is an investment advisor headquartered in Birmingham, Alabama, with a team of 11 investment advisor representatives. They offer financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They manage approximately $4.65 billion in assets for clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, individuals other than high-net-worth, and pooled investment vehicles.
Stonegate Investment Group, LLC

2005 STONEGATE TRAIL

BIRMINGHAM, AL 35242

$4.65B

Assets Under Management

2

Total Clients

10

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Link’s Registration & Firm History

AL

08/07/2023 - Present

Stonegate Investment Group, LLC (BIRMINGHAM AL)

NY

12/22/2021 - 06/08/2023

BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC (NEW YORK NY)

ME

01/31/2018 - 12/31/2021

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

NY

03/17/2021 - 12/22/2021

BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)

NY

10/10/2019 - 12/22/2021

INDEPENDENT BROKERAGE SOLUTIONS LLC (NEW YORK NY)

CO

05/18/2017 - 01/24/2018

JANUS HENDERSON DISTRIBUTORS (DENVER CO)

KY

04/08/2014 - 05/08/2017

AMERIPRISE FINANCIAL SERVICES, INC. (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 09/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Allen Link.
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