Kenneth Courts, financial advisor Brookfield WI
89 score

Kenneth Courts

CRD Number: 6290275
Current Firm: Ssn Advisory, Inc.

Kenneth Courts (CRD# 6290275) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Brookfield, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Securities Service Network Brookefield, WI Jun 2015 - Current 1
Wells Fargo Advisors LLC Escanaba, MI Jan 2014 - Jun 2015 1
Wells Fargo Bank Na Escanaba, MI Feb 2010 - Jun 2015 5
Unemployed Pembine, WI Jul 2009 - Feb 2010 < 1
Leslie Pool Supplies Hebron, KY Jan 2009 - Jul 2009 < 1
The Four Seasons Resort Pembine, WI Aug 2006 - Oct 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Kenneth P. Courts
Phone Number: 800-264-5499
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,482
    MILLIONS
  • Total Number of Accounts
    8,662
    ACCOUNTS
  • Average Account Value
    $171,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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