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Kenneth J Uhlich

Cornerstone Advisors LLC

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About Kenneth J Uhlich

Kenneth J Uhlich is a financial advisor at Cornerstone Advisors LLC based in Fayetteville, AR. Kenneth has over 17 years of experience in the financial services industry. He previously worked at Park Avenue Securities LLC and Pruco Securities, LLC. Kenneth has a broad range of experience in financial planning, retirement planning, and portfolio management for both individuals and businesses. Kenneth is a Chartered Financial Consultant and holds the Series 6, 7, 24, 26, 63, and 66 securities licenses. Kenneth J Uhlich is dedicated to helping clients reach their financial goals.

Firm Information

Kenneth Uhlich is currently registered with Cornerstone Advisors LLC. Cornerstone Advisors LLC is a registered investment advisor located in Fayetteville, AR. The firm provides financial planning, pension consulting, and portfolio management services to individuals and businesses. They manage approximately $276,933,985 in assets for 206 clients, with a focus on high-net-worth individuals and individuals other than high-net-worth.
Cornerstone Advisors LLC

4201 SHILOH DR

FAYETTEVILLE, AR 72703

$276.93M

Assets Under Management

Not reported

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Kenneth Uhlich’s Registration & Firm History

AR

04/17/2023 - Present

Cornerstone Advisors LLC (FAYETTEVILLE AR)

LA

01/27/2014 - 08/22/2022

PARK AVENUE SECURITIES LLC (METAIRIE LA)

LA

06/02/2011 - 01/22/2014

PRUCO SECURITIES, LLC. (METAIRIE LA)

LA

07/08/2005 - 06/02/2011

NYLIFE SECURITIES LLC (COVINGTON LA)

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Licenses & Designations

BOTH

Issued 12/10/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/2015

Series 24 - General Securities Principal Examination

BC

Issued 12/20/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2008

Series 7 - General Securities Representative Examination

BC

Issued 07/07/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth J Uhlich.
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