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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 Eshleman is an Investment Advisor Representative associated with Savant Wealth Management. Kenneth has been in the industry for 18 years and has a total of 5 exams. Kenneth is registered with the state of Pennsylvania. Kenneth is a Certified Financial Planner. Kenneth has worked for the following firms: EHD Advisory Services, Inc, LPL Financial LLC, Domani Wealth, LLC and Savant Wealth Management.
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.
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2
IL
05/12/2023 - Present
Savant Wealth Management (ROCKFORD IL)
PA
09/12/2014 - 12/18/2019
LPL FINANCIAL LLC (LANCASTER PA)
PA
01/10/2012 - 09/12/2014
FINANCIAL TELESIS INC (LANCASTER PA)
PA
07/31/2009 - 02/07/2012
SUMMIT BROKERAGE SERVICES, INC. (LANCASTER PA)
PA
05/30/2005 - 08/04/2009
MUTUAL SERVICE CORPORATION (LANCASTER PA)
BC
Issued 05/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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