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William August Kientz

Csenge Advisory Group, LLC

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About William August Kientz

William Kientz is a financial professional with over 45 years of experience in the industry. William is currently registered with Csenge Advisory Group, LLC and is located in Clearwater, Florida. William has a strong background in providing investment and financial planning services to individuals, families, and businesses. William has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals.

Firm Information

William Kientz is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

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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William Kientz’s Registration & Firm History

FL

10/11/2019 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

MS

08/04/1997 - 09/27/2019

KESTRA INVESTMENT SERVICES, LLC (RIDGELAND MS)

AZ

02/06/1995 - 08/12/1997

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NY

02/21/1991 - 03/06/1995

NYLIFE SECURITIES INC. (NEW YORK NY)

PA

11/17/1975 - 01/24/1991

CIGNA SECURITIES, INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 08/01/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/1975

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William August Kientz.
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