Unclaimed
Kenneth Bown is a financial advisor with Diversify Wealth Management, LLC. Kenneth has been in the financial industry since June 2004. Kenneth has a Series 7, Series 66, Series 24, and SIE license. Kenneth has offices in both Orem and Sandy, Utah. Kenneth is a Certified Financial Planner. Kenneth is also the owner of KTC Properties, Creek 23 Capital LLC, Creek 34 Capital LLC, and KTB Ventures.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
03/05/2024 - Present
Diversify Wealth Management, LLC (OREM UT)
UT
06/30/2008 - 09/30/2011
TRIAD ADVISORS, INC. (OREM UT)
UT
06/02/2004 - 07/28/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (OREM UT)
BOTH
Issued 06/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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