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Kenneth Earl Dennis

Lincoln Douglas Investments, LLC

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About Kenneth Earl Dennis

Kenneth Earl Dennis is a registered representative with Lincoln Douglas Investments, LLC. Kenneth Dennis has been in the securities industry since 1993. Kenneth Dennis's current registration status is approved with a scope of "active" in both the broker-dealer and investment advisor contexts. Kenneth Dennis is registered in both Florida and Ohio as a broker-dealer and Ohio as an investment advisor. Kenneth Dennis is also a stockholder and president of Dennis & Schisler, Inc., a CPA firm located in Mount Vernon, Ohio.

Firm Information

Kenneth Dennis is currently registered with Lincoln Douglas Investments, LLC. Lincoln Douglas Investments, LLC is a Limited Liability Company formed in 2010. The firm provides financial planning and portfolio management services for individuals. They are registered in 42 states and the SEC and manage approximately $42,533,025 in assets for 124 clients.

$42.53M

Assets Under Management

Not reported

Total Clients

30

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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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 Dennis’s Registration & Firm History

OH

11/14/2011 - Present

Lincoln Douglas Investments, LLC (MT. VERNON OH)

OH

03/01/2007 - 12/31/2010

WUNDERLICH SECURITIES, INC. (MT. VERNON OH)

OH

05/11/2000 - 03/01/2007

CAPITAL SECURITIES OF AMERICA, INC. (MT. VERNON OH)

NA

10/02/1998 - 10/26/1998

CAPITAL SECURITIES OF AMERICA, INC.

OH

11/23/1993 - 10/12/1998

FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)

TX

02/09/1993 - 11/19/1993

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 08/19/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Earl Dennis.
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