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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 Richard Koppitz is a financial advisor who has been in the industry since 1991. Kenneth is a registered representative with Commonwealth Financial Network, a firm headquartered in Waltham, MA. Kenneth also previously worked at Invest Financial Corporation and American Express Financial Advisors Inc. Kenneth holds a Series 63, Series 65, Series 7 and Series 24 license. Kenneth specializes in retirement planning, college savings, and investment 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
01/04/2022 - Present
Commonwealth Financial Network (Naperville IL)
IL
10/20/1992 - 01/08/2018
INVEST FINANCIAL CORPORATION (NAPERVILLE IL)
MN
08/19/1991 - 09/08/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/19/1991 - 09/08/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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