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Kenneth Brian Cook

Sunstreet Securities, LLC

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About Kenneth Brian Cook

Kenneth Brian Cook has over 35 years of experience in the financial services industry. Kenneth is currently registered with Sunstreet Securities, LLC. Prior to joining Sunstreet Securities, LLC, Kenneth was registered with AVANTAX INVESTMENT SERVICES, INC. and H.D. VEST INVESTMENT SERVICES in Tawas City, Michigan. Kenneth holds Series 6, 22, 63, and SIE licenses. Kenneth specializes in financial planning and portfolio management for individuals.

Firm Information

Kenneth Cook is currently registered with Sunstreet Securities, LLC. Sunstreet Securities, LLC is a Limited Liability Company formed in January 2006. Headquartered in [Main Office Address], the firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Sunstreet Securities, LLC is registered with the SEC and in 38 states.

$5.70M

Assets Under Management

51

Total Clients

17

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Referral fees from tpas

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Kenneth Cook’s Registration & Firm History

AZ

11/16/2021 - Present

Sunstreet Securities, LLC (AVONDALE AZ)

MI

02/27/2009 - 11/22/2021

AVANTAX INVESTMENT SERVICES, INC. (TAWAS CITY MI)

MI

10/17/1986 - 02/13/2009

H.D. VEST INVESTMENT SERVICES (TAWAS MI)

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Licenses & Designations

BC

Issued 10/16/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/16/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Brian Cook.
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