Unclaimed
Kenneth Hagel is a financial advisor with LPL Financial LLC in Kennewick, Washington. Kenneth has been a registered advisor since 1989 and has extensive experience in the financial services industry. Kenneth has a proven track record of helping clients achieve their financial goals. Kenneth is committed to providing personalized financial advice and guidance to each of their clients. Kenneth’s firm, LPL Financial LLC, is one of the largest independent broker-dealers in the United States, offering a wide range of financial products and services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
05/01/2024 - Present
LPL Financial LLC (KENNEWICK WA)
WA
09/24/1999 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (KENNEWICK WA)
MA
03/31/1999 - 09/24/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
06/10/1991 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
08/30/1990 - 06/10/1991
GOODLIN FINANCIAL, INC.
MO
03/21/1989 - 08/28/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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