Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Joseph Wirtz is a financial advisor with MML Investors Services, LLC. Kenneth has been in the financial services industry since 1992. Kenneth is registered with the state of Wisconsin and has a Series 6, Series 7, and Series 63 licenses, as well as the SIE exam. Kenneth is a Certified Financial Planner and a Chartered Financial Consultant. Kenneth specializes in asset allocation programs, financial planning, pension consulting, educational seminars, and the selection of other advisors. In addition to his work with MML Investors Services, LLC, Kenneth also works as an insurance broker for Alpha Financial Solutions, LLC. Kenneth has experience working with individuals, corporations, trusts, foundations, endowments, charitable organizations, insurance companies, and pension and profit-sharing plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WI
03/25/2017 - Present
MML Investors Services, LLC (De Pere WI)
WI
05/07/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DE PERE WI)
WI
05/07/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DEPERE WI)
IA
Issued 06/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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