Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Lee Brensdal is a financial advisor with over 25 years of experience in the financial services industry. Kenneth currently works for B.b. Graham & Company, Inc. Kenneth has been registered with B.b. Graham & Company, Inc. since 7/15/2019. Prior to this, Kenneth worked at CAPITAL FINANCIAL SERVICES, INC. for 12 years from 3/7/2007 to 7/1/2019. Kenneth has held various positions within the industry including advisor roles with UNITED HERITAGE FINANCIAL SERVICES, INC., METROPOLITAN INVESTMENT SECURITIES, INC. and WADDELL & REED, INC. Kenneth holds Series 6, Series 62, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination (SIE). Kenneth specializes in providing financial advice to 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.
Helps you choose top advisors aligned with your financial goals.
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
07/15/2019 - Present
B.b. Graham & Company, Inc. (Helena MT)
MT
03/07/2007 - 07/01/2019
CAPITAL FINANCIAL SERVICES, INC. (HELENA MT)
MT
01/30/2003 - 03/07/2007
UNITED HERITAGE FINANCIAL SERVICES, INC. (HELENA MT)
WA
05/10/2001 - 01/31/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
KS
01/12/1995 - 05/17/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 02/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Brensdal is the right advisor for you? Invested Better is here to help.
