Kenneth Shaw, financial advisor Chicago IL
90 score

Kenneth Shaw

CRD Number: 5980611
Current Firm: Envestnet | Pmc

Kenneth Shaw (CRD# 5980611) is an Investment Advisor Representative working at Envestnet | Pmc in Chicago, IL and has 1 year of experience in the finance industry.

Similar Advisors
Robert Ellis, financial advisor Chicago IL
Robert K. Ellis
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
Similar Advisors
Allen Kutchins, financial advisor Chicago IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Daniel Lockwood, financial advisor Chicago IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Score
104
Professional Designations
Company Name Location Dates Years
Envestnet Asset Management, Inc. Denver, CO Apr 2012 - Current 4
Prima Capital Holding, Inc. Denver, CO Sep 2011 - May 2012 < 1
Unemployed Fairfax, VA Feb 2011 - Sep 2011 < 1
Rock Creek Group Washington, DC Feb 2007 - Feb 2011 4
Rickmetrics New York, NY Jul 2004 - Feb 2007 2

Kenneth Shaw has no recent exams reported.
Contact Info for Kenneth A. Shaw
Phone Number: 312-827-2800
Firm Website: http://www.investpmc.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    82,196
    MILLIONS
  • Total Number of Accounts
    428,616
    ACCOUNTS
  • Average Account Value
    $191,771
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.