Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Michael Weilage is a financial advisor at Raymond James Financial Services Advisors, Inc. Kent has been in the financial industry since 2000. Kent is registered with the state of Nebraska and Texas. Kent has been a Certified Financial Planner and Chartered Financial Consultant for many years and has been a financial advisor with multiple firms. Kent is currently registered with Raymond James Financial Services Advisors, Inc. Kent is also associated with FNBO and First Investments & Planning. Kent provides a range of financial services including financial planning, pension consulting, portfolio management for businesses and individuals, selection of other advisors, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
06/29/2022 - Present
Raymond James Financial Services Advisors, Inc. (Omaha NE)
FL
01/21/2021 - 06/29/2022
MORGAN STANLEY (West Palm Beach FL)
CO
06/16/2015 - 12/04/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
05/16/2014 - 06/08/2015
LARIMER CAPITAL CORPORATION (DENVER CO)
CO
02/06/2014 - 05/01/2014
ALLSTATE FINANCIAL SERVICES, LLC (LOUISVILLE CO)
CO
11/13/2013 - 01/29/2014
NYLIFE SECURITIES LLC (DENVER CO)
CA
06/20/2011 - 11/08/2011
EDWARD JONES (YUCAIPA CA)
AZ
02/04/2011 - 06/23/2011
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
06/07/1990 - 08/03/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
AZ
04/26/1994 - 05/19/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
03/09/1992 - 05/19/1994
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
CO
01/02/1992 - 03/17/1992
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MN
06/07/1990 - 12/30/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
WI
06/15/1987 - 06/27/1988
ISFA CORPORATION (APPLETON WI)
NA
05/15/1985 - 03/23/1987
DEAN WITTER REYNOLDS INC.
NA
09/25/1984 - 03/19/1985
SUMMIT CAPITAL CORPORATION
IA
Issued 02/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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