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Kenneth David Vendley

Falcon Wealth Planning, Inc.

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About Kenneth David Vendley

Kenneth David Vendley is a financial professional with over 20 years of experience in the financial services industry. Kenneth has a Series 6 and Series 63 license and is a Certified Financial Planner™. Kenneth is currently registered with Falcon Wealth Planning, Inc. and previously worked for Farmers Financial Solutions, LLC in Eugene, OR. Kenneth's expertise is in helping individuals and families reach their financial goals, as well as providing financial planning services to businesses and pension plans.

Firm Information

Kenneth Vendley is currently registered with Falcon Wealth Planning, Inc.. Falcon Wealth Planning, Inc. is an investment advisor registered with the SEC. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. They have approximately $1 billion in regulatory assets under management. Their main office is located in Ontario, CA.
Falcon Wealth Planning, Inc.

3400 INLAND EMPIRE BLVD.

ONTARIO, CA 91764

$1.02B

Assets Under Management

Not reported

Total Clients

21

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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percentage of assets

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

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other

Selection of other advisers fees

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Kenneth Vendley’s Registration & Firm History

CA

06/04/2024 - Present

Falcon Wealth Planning, Inc. (ONTARIO CA)

OR

12/09/2003 - 04/02/2024

FARMERS FINANCIAL SOLUTIONS, LLC (EUGENE OR)

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Licenses & Designations

BC

Issued 01/07/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kenneth David Vendley. Review regulatory record here.
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