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Kenneth Patrick Leblanc

Personal Financial Solutions, LLC

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About Kenneth Patrick Leblanc

Kenneth Patrick Leblanc is an investment advisor representative with Personal Financial Solutions, LLC and KML Financial Services Group, LLC, both based in Manasquan, NJ. Kenneth is also a Registered Investment Advisor and Managing Member of KML Financial Services Group, LLC. Kenneth has over 20 years of experience in the financial services industry and has held positions with Network 1 Financial Securities, Inc. and Cadaret, Grant & Co., Inc. Kenneth is a Certified Financial Planner and holds Series 63, Series 7, and SIE licenses.

Firm Information

Kenneth Leblanc is currently registered with Personal Financial Solutions, LLC. Personal Financial Solutions, LLC is an investment advisor registered with the SEC. The firm, located in Manasquan, New Jersey, manages approximately $124,643,369 in assets for 379 clients. Personal Financial Solutions provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Personal Financial Solutions, LLC

2517 HIGHWAY 35

MANASQUAN, NJ 08736

$124.64M

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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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 Leblanc’s Registration & Firm History

NJ

10/22/2004 - Present

Personal Financial Solutions, LLC (Manasquan NJ)

NJ

03/24/2003 - 01/24/2020

NETWORK 1 FINANCIAL SECURITIES INC. (RED BANK NJ)

NY

06/14/2001 - 12/31/2002

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NA

07/29/1988 - 10/31/1988

NETWORK 1 FINANCIAL SECURITIES

NA

07/18/1988 - 08/09/1988

JONATHAN ALAN & CO., INC.

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Licenses & Designations

BC

Issued 08/12/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Patrick Leblanc.
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