Invested Better
Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHANDLER, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kennedi Samantha Shepard is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kennedi Shepard has been in the industry for over a year. Kennedi Shepard holds the Series 66, Series 7TO and SIE exams and is registered in 53 states, including Arizona, California, and Texas. Kennedi Shepard is also registered as an investment advisor representative in 2 states. Kennedi Shepard's firm manages over $1 trillion in assets for a range of client types, including individuals, corporations, and institutions. Kennedi Shepard specializes in providing a variety of advisory services, including portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

LPL Financial LLC

location

PHOENIX, AZ

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Eugene Knapp is a financial advisor who has been in the industry since December 9, 1985. Kenneth is currently registered with LPL Financial LLC and is licensed in 38 states and the District of Columbia. Kenneth has been with LPL Financial LLC since August 1991. Previously, Kenneth was registered with Mason, Hunt & Co., Inc., Fox & Company, and MONY Securities Corp. Kenneth offers financial planning, consulting and other non-discretionary advisory services, pension consulting, educational seminars, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

TEMPE, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Kaiser is a financial advisor at LPL Financial LLC, a firm with more than $50 billion in assets under management. Kenneth has been in the financial industry since 2023 and has a wide range of experience in various financial areas. Kenneth has earned the Series 7TO, Series 99TO, and Series 63 licenses, demonstrating a commitment to knowledge and expertise. Kenneth has worked for several financial institutions, including Vanguard Marketing Corporation and Northwestern Mutual, which showcases a diversified experience within the financial sector. Kenneth's current registrations include Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Kenneth's dedication to client service and his extensive financial knowledge make him a valuable resource for individuals and families seeking comprehensive financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Clowers is an investment advisor representative with Osaic Wealth, Inc. Kenneth has been in the financial services industry for over 30 years. Kenneth has extensive experience in the financial services industry, having worked for several firms including Securities America, Inc., Sagepoint Financial, Inc., KMS Financial Services, Inc. and Signator Financial Services, Inc. Kenneth has a wide range of experience, including portfolio management for individuals and businesses, as well as financial planning and pension consulting. Kenneth is also a licensed insurance agent in Washington and serves as the Power of Attorney for his mother. Kenneth is registered with the states of Nebraska and Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PHOENIX, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Riley is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 20 years of experience in the financial services industry. Kenneth has a broad range of experience in the securities industry and is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative, general securities representative and a uniform combined state law examination. Kenneth is registered with the state of Texas as an investment advisor representative. Kenneth specializes in providing financial advice to individuals, high net worth individuals, corporations, and other businesses. Kenneth has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Avantax Advisory Services

location

PRESCOTT, AZ

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kenneth Hamada is a financial advisor at Avantax Advisory Services. Kenneth has been in the financial industry since 1998, and has held several positions at different firms. Kenneth is a Registered Representative and Investment Advisor Representative. Kenneth has a strong background in financial planning, fixed life insurance, and consulting. Kenneth is dedicated to providing personalized financial advice to help individuals achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

UBS Financial Services Inc.

location

TUCSON, AZ

experience

42 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kenneth Goldhoff is a financial advisor with UBS Financial Services Inc. Kenneth is a registered representative with a Series 7, Series 31, and Series 63 license. Kenneth has been in the financial services industry since 1984. Kenneth has worked with several firms during his career, including McDonald Investments Inc., Gradison & Company Incorporated, and Robert H. Leshner & Co., Inc. Kenneth specializes in working with individuals, corporations, charitable organizations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

PEORIA, AZ

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Johnston is an investment advisor representative at Ameriprise Financial Services, LLC. Kenneth has been in the securities industry since 1982. Kenneth has offices in Peoria, Arizona and Albuquerque, New Mexico. Kenneth has passed the Series 7, Series 9, Series 10, Series 63, and Series 65 exams. Kenneth is registered with FINRA and the states of Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Maine, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

PHOENIX, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth James Cherevka is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Phoenix, Arizona. Kenneth is licensed to offer investment advice and products in Arizona and New Mexico. Kenneth has been in the financial services industry since December 2016.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SCOTTSDALE, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth M. Escoto is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenneth has been in the securities industry since January 20, 2016 and holds a Series 66, Series 7, and SIE license. Kenneth M. Escoto works out of the Scottsdale, Arizona branch office of Merrill Lynch, Pierce, Fenner & Smith Inc.. Kenneth is registered with the state of California and Texas.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

Need help matching

with the right advisor?