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Kenneth John Hargreaves

Wealthgen Advisors, LLC

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About Kenneth John Hargreaves

Kenneth John Hargreaves is a registered investment advisor representative with Wealthgen Advisors, LLC. Kenneth has been in the financial services industry for over 10 years. Kenneth is registered with the state regulators of Colorado, Florida, and Texas. He has Series 66, SIE, and Series 7 securities licenses. Wealthgen Advisors, LLC offers a variety of investment advisory services including financial planning, pension consulting, and portfolio management for individuals. Kenneth specializes in providing financial advice to individuals, corporations, and pension and profit sharing plans.

Firm Information

Kenneth Hargreaves is currently registered with Wealthgen Advisors, LLC. Wealthgen Advisors, LLC is an investment advisor with 2 investment advisor representatives and a total of $59.20 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals. Wealthgen Advisors, LLC primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

$59.20M

Assets Under Management

Not reported

Total Clients

2

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 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 Hargreaves’s Registration & Firm History

FL

06/15/2021 - Present

Wealthgen Advisors, LLC (SARASOTA FL)

CA

05/07/2012 - 12/09/2019

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

FL

11/03/2009 - 03/02/2012

ROYAL ALLIANCE ASSOCIATES, INC. (BRADENTON FL)

FL

06/27/2008 - 11/05/2009

AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 08/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kenneth John Hargreaves. Review regulatory record here.
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