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Kenneth Patrick Nowland is a financial advisor with AE Wealth Management, LLC. Kenneth is licensed in Arizona. He is affiliated with AE Wealth Management, LLC and Summit Retirement Services. Kenneth Patrick Nowland has 13 years of experience in the financial services industry. Kenneth has passed the Series 65 exam. Kenneth specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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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AZ
10/06/2020 - Present
AE Wealth Management, LLC (Flagstaff AZ)
IA
Issued 12/20/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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