Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Divelbiss is a financial advisor who has been in the industry since 1989. Kenneth has worked for several firms, including Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and LPL Financial LLC. Kenneth is currently a registered representative of Great Valley Advisor Group, Inc. and has been with the firm since 2014. Kenneth's experience in the industry has allowed him to specialize in various areas, including financial planning, portfolio management, and consulting services. Kenneth holds the Series 6, 7, 24, 63, and 66 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. Kenneth is dedicated to providing his clients with the highest level of service and guidance to help them achieve their financial goals.
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.
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.
Consulting services
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
OK
12/19/2016 - Present
Great Valley Advisor Group, Inc. (NORMAN OK)
OK
11/27/1989 - 12/14/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OKLAHOMA CITY OK)
WI
10/03/1994 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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