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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth James Rathke is a financial advisor with World Equity Group, Inc. Kenneth has been working in the financial services industry since 1999 and holds Series 6, 7, 26, 63, and 65 licenses. Kenneth's experience spans multiple firms, including THE LEADERS GROUP, INC., SECURITY DISTRIBUTORS, and MML DISTRIBUTORS, LLC. Kenneth specializes in various areas, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
MT
01/04/2024 - Present
World Equity Group, Inc. (Bozeman MT)
CO
04/11/2022 - 12/31/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
KS
08/13/2010 - 04/07/2020
SECURITY DISTRIBUTORS (TOPEKA KS)
CT
08/29/2005 - 04/28/2009
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
05/17/2007 - 10/02/2008
MML INVESTORS SERVICES, INC. (ENFIELD CT)
MA
12/06/2001 - 08/31/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CT
07/15/1999 - 06/18/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CA
10/24/1996 - 05/21/1999
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NJ
11/01/1994 - 08/17/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/19/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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