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Kent S Niebuhr

Capital Analysts

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About Kent S Niebuhr

Kent Niebuhr is an Investment Advisor Representative at Capital Analysts, located in Waltham, MA. Kent has been working in the financial services industry since 2012. Kent holds multiple securities licenses, including Series 7, 6, 63, 66 and SIE. Kent has a strong track record of providing financial advice and investment management services to a wide range of clients. Kent specializes in providing investment advice to individuals, businesses, pension plans and charitable organizations.

Firm Information

Kent Niebuhr is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kent Niebuhr’s Registration & Firm History

MA

12/08/2022 - Present

Capital Analysts (Waltham MA)

NY

06/13/1996 - 09/03/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

10/07/1993 - 08/22/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/06/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kent S Niebuhr.
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