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Kenneth Jorma Terpening

King Wealth Management Group, LLC

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About Kenneth Jorma Terpening

Kenneth Terpening is an investment advisor representative at King Wealth Management Group, LLC. Kenneth has been in the financial industry since 2006 and is a Certified Financial Planner. Kenneth holds a Series 6, 7 and 63 license. Kenneth works with individual and institutional clients providing portfolio management and financial planning services. Prior to joining King Wealth Management Group, Kenneth was employed at Mercer Allied Company, L.P. and Fidelity Brokerage Services LLC.

Firm Information

Kenneth Terpening is currently registered with King Wealth Management Group, LLC. King Wealth Management Group, LLC is a Naples, FL-based investment advisory firm with $931,335,129 in regulatory assets under management. They primarily serve high-net-worth individuals, corporations, and individuals other than high-net-worth, and they offer financial planning and portfolio management services for individuals and businesses. The firm has 7 investment advisor representatives and is registered with the SEC.
King Wealth Management Group, LLC

4851 TAMIAMI TRAIL NORTH

NAPLES, FL 34103

$931.34M

Assets Under Management

Not reported

Total Clients

6

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 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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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 Terpening’s Registration & Firm History

NY

05/24/2021 - Present

King Wealth Management Group, LLC (Saratoga Springs NY)

NY

07/22/2015 - 02/24/2017

MERCER ALLIED COMPANY, L.P. (LATHAM NY)

NY

01/25/2012 - 06/04/2015

FIDELITY BROKERAGE SERVICES LLC (ALBANY NY)

NY

12/19/2006 - 01/17/2012

MERCER ALLIED COMPANY, L.P. (LATHAM NY)

MA

01/09/2006 - 05/04/2006

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 03/16/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2007

Series 7 - General Securities Representative Examination

BC

Issued 01/07/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Jorma Terpening.
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