Invested Better
Advisors in Tucson, Arizona
730 Results
Unclaimed

Charles Schwab & CO., Inc.

location

Tucson, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kendall Christopher Konopka is a financial advisor with over 9 years of experience in the industry. Kendall is registered with Charles Schwab & CO., Inc. and is licensed to offer investment advice and securities in Arizona and California. Kendall also holds licenses in several other states and has expertise in a variety of investment products and services. Kendall has previously been employed at TD Ameritrade, INC. and has experience working with individual and institutional clients. Kendall is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Ameriprise Financial Services, LLC

location

Tucson, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kenna Atwell is a financial advisor who has been active in the industry since 2008. Kenna is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2017. Prior to that, Kenna worked at SCOTTTRADE, INC. Kenna has a strong focus on providing financial planning and investment management services to a wide range of clients, including individuals, families, and businesses. Kenna holds a Series 7, Series 63, and Series 66 securities licenses.

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

TCI Wealth Advisors, Inc.

location

TUCSON, AZ

0 Disclosures

ADVISOR BIO

Kenneth Gerhard Riebe is a Registered Investment Advisor Representative with TCI Wealth Advisors, Inc. Kenneth Riebe has been in the financial industry since 1987. Kenneth Riebe has passed the Series 63, Series 7, Series 24, and Series 65 exams. Kenneth Riebe specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Kenneth Riebe has worked with a variety of clients, including individuals, families, and businesses. Kenneth Riebe is also a Registered Investment Advisor Representative with Securities America, Inc. and Rauscher Pierce Refsnes, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Fortress Financial Solutions, LLC | CFP ® (Certifications)

location

TUCSON, AZ

0 Disclosures

ADVISOR BIO

Kenneth Nesler is a Certified Financial Planner and Investment Advisor Representative for Fortress Financial Solutions, LLC. Kenneth has been in the industry since 1993 and holds a Series 65 license. Kenneth has been with Fortress Financial Solutions, LLC since 2016 and is also a member of the United Way of Tucson and Southern Arizona. Kenneth specializes in providing financial planning and portfolio management services for individuals and families.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

TUCSON, AZ

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Blanchard is a financial advisor with Edward Jones. Kenneth has been in the industry since September 25, 2001 and holds the Series 63, Series 24, Series 7 and SIE licenses. Kenneth is registered in Arizona and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

TUCSON, AZ

experience

41 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

First Advisors National, LLC

location

Tucson, AZ

0 Disclosures

ADVISOR BIO

Kenneth Holmes is a financial advisor with over 14 years of experience. Kenneth holds both Series 63 and 65 licenses and is currently registered in Arizona. Kenneth Holmes has experience in the insurance, fixed annuity, trust, and real estate industries, and is a partner in Holmes Property Management, LLC, and owner of H&H Holdings LLC. Kenneth Holmes currently works with First Advisors National, LLC and Martinsen Wealth Management.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RETIREMENT PLANNING CONSULTATIONS
Unclaimed

Fidelity Personal AND Workplace Advisors

location

TUCSON, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Peasley is a registered representative with Fidelity Personal and Workplace Advisors. Kevin has been in the financial industry since 2023. He is registered in Arizona and Texas and holds the Series 7, 66, and SIE exams. Kevin has experience working with individuals, corporations, and retirement plans.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

TUCSON, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Kevin L. Tokarski is a financial advisor with J.p. Morgan Securities LLC. Kevin has been in the financial industry since March 2013. Kevin has been registered with J.p. Morgan Securities LLC since April 2013 and previously worked with AXA Advisors, LLC. Kevin specializes in providing financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

TUCSON, AZ

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kim Marie Ohler is a financial advisor with Raymond James & Associates, Inc., based in Tucson, Arizona. Kim has been in the financial services industry since 1999. Kim's career spans over 20 years, and her previous roles include positions at LPL FINANCIAL LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Kim holds Series 6, 7, 22 and 63 securities licenses, as well as the Series 66 license. Kim is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

Need help matching

with the right advisor?