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Kenneth D. Greene

Simplicity Wealth

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About Kenneth D. Greene

Kenneth D. Greene is an Investment Adviser Representative with Simplicity Wealth in RENO, NV. Kenneth has been in the financial services industry since June 2009. Kenneth is also the owner of several other businesses including GreeneFI Wealth Strategies Ltd., Greene Machine Media Ltd., OPM Management Ltd. and GreeneFI Insurance Solutions Ltd.. Kenneth has experience in financial planning, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals. Kenneth has passed the Series 6, Series 63, and Series 65 exams. Kenneth has a license in Nevada.

Firm Information

Kenneth Greene is currently registered with Simplicity Wealth. Simplicity Wealth is a Registered Investment Advisor based in SUMMIT, NJ with approximately $3.17 billion in regulatory assets under management. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, other investment advisors, banking or thrift institutions, and individuals other than high-net-worth.
Simplicity Wealth

86 SUMMIT AVE

SUMMIT, NJ 07901

$3.17B

Assets Under Management

16

Total Clients

74

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Greene’s Registration & Firm History

NV

01/04/2024 - Present

Simplicity Wealth (RENO NV)

NV

06/02/2009 - 12/31/2010

FARMERS FINANCIAL SOLUTIONS, LLC (RENO NV)

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Licenses & Designations

IA

Issued 02/08/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth D. Greene.
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