Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Alvin Matheny is a financial advisor with over 38 years of experience in the industry. Kenneth currently works with Silver Oak Securities, Inc. in Peoria, Illinois. Kenneth has held previous positions at Investment Planners, Inc., SII INVESTMENTS, INC., AMERITAS INVESTMENT CORP. and PRUCO SECURITIES, LLC. Kenneth's expertise includes financial planning, pension consulting, and selection of other advisors. Kenneth's firm, Silver Oak Securities, Inc. provides a variety of advisory services including portfolio management for individuals and businesses. Kenneth's firm primarily manages assets for high-net-worth individuals and individuals other than high-net-worth. Kenneth has a strong track record of providing sound financial advice to his clients.
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.
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
07/28/2020 - Present
Silver OAK Securities, Inc. (Peoria IL)
IL
01/02/2018 - 07/20/2020
INVESTMENT PLANNERS, INC. (Peoria IL)
IL
07/17/2015 - 01/02/2018
SII INVESTMENTS, INC. (PEORIA IL)
IL
03/03/2006 - 07/17/2015
AMERITAS INVESTMENT CORP. (PEORIA IL)
NJ
11/08/1983 - 03/06/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 11/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Matheny is the right advisor for you? Invested Better is here to help.
