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Kenneth Eric Thomas

Success Wealth Management LLC

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About Kenneth Eric Thomas

Kenneth Eric Thomas is an investment advisor representative at Success Wealth Management LLC. Kenneth is registered with the state of Tennessee. Kenneth has been in the financial services industry since 2012. Kenneth Thomas has experience in providing investment advice to individuals, corporations, and high-net-worth individuals. Kenneth Thomas holds a Series 65 license, the Uniform Investment Adviser Law Examination.

Firm Information

Kenneth Thomas is currently registered with Success Wealth Management LLC. Success Wealth Management LLC is a registered investment advisor based in Wexford, Pennsylvania. The firm provides financial planning and portfolio management services to individuals, corporations, and high net worth individuals. With 13 licensed agents, the firm manages approximately $66 million in assets. Success Wealth Management LLC has a strong track record of delivering personalized financial solutions to their clients. They are committed to helping their clients achieve their financial goals through a comprehensive approach to wealth management.
Success Wealth Management LLC

11676 PERRY HIGHWAY

WEXFORD, PA 15090

$66.00M

Assets Under Management

Not reported

Total Clients

12

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 Thomas’s Registration & Firm History

PA

01/01/2025 - Present

Success Wealth Management LLC (WEXFORD PA)

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Licenses & Designations

IA

Issued 11/02/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Eric Thomas.
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