Unclaimed
Kenneth Rickelman is a financial advisor with over 25 years of experience. Kenneth is registered with Commonwealth Financial Network and has experience in providing financial advice to individuals, businesses, and institutions. Kenneth has a strong background in investment management and financial planning. Kenneth is a Chartered Financial Consultant and holds the Series 6, 7, 24, and 63 licenses. Kenneth has previously been employed by Lincoln Financial Securities Corporation and Jefferson-Pilot Investor Services, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
07/16/2018 - Present
Commonwealth Financial Network (Evansville IN)
IN
10/01/1997 - 07/23/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (EVANSVILLE IN)
IN
04/02/1996 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 04/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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