Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Brian Waltzer is a financial advisor with over 18 years of experience in the industry. Kenneth is a Certified Financial Planner and a Chartered Financial Analyst and holds Series 7, 63, and 65 licenses. Kenneth is currently registered with Wealth Enhancement Advisory Services, LLC, a firm with over 72 billion in assets under management. Kenneth has previously worked with Mutual Securities, Inc. and Independent Financial Group, LLC. Kenneth provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Kenneth also provides pension consulting and ERISA 3(38) investment manager services.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
10/02/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CA
12/18/2015 - 06/28/2019
MUTUAL SECURITIES, INC. (Los Angeles CA)
CA
06/02/2014 - 12/24/2015
INDEPENDENT FINANCIAL GROUP, LLC (WEST LOS ANGELES CA)
BC
Issued 06/05/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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