Kathleen Chenoweth, financial advisor Clarkston MI
86 score

Kathleen Chenoweth

CRD Number: 1349531
Current Firm: Ameritas Investment Corp

Kathleen Chenoweth (CRD# 1349531) is an Investment Advisor Representative working at Ameritas Investment Corp in Clarkston, MI and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Chenoweth Investment Services Clarkston, MI Jan 2004 - Current 12
Ameritas Investment Corp. Lincoln, NE Oct 2003 - Current 13
Ameritas Life Insurance Corp Lincoln, NE Oct 2003 - Current 13
The Advisors Group/sm Clarkston, MI Aug 1996 - Current 20
Union Central Life Insurance Cincinnati, OH Jun 2006 - Dec 2011 5
Acacia Life Insurance Bethesda, MD Oct 2003 - Dec 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Oct 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kathleen E. Chenoweth
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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