Kennedy Coey (CRD# 7632129) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Columbus, OH and has 1 year of experience in the finance industry.
CRD# 3176436
First Heartland Consultants, Inc.
CRD# 2898995
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6112873
Trinity Financial Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plante Moran Financial Advisors | Columbus, OH | Jun 2022 - Current | 1 |
| The Wendy's Company | South Bloomfield, OH | Jan 2022 - May 2022 | < 1 |
| The Ohio State University | Columbus, OH | Aug 2018 - May 2022 | 3 |
| The Wendy's Company | South Bloomfield, OH | Jan 2021 - Dec 2021 | < 1 |
| Summit Financial Strategies | Columbus, OH | Aug 2021 - Nov 2021 | < 1 |
| Plante Moran Financial Advisors | Columbus, OH | Jun 2021 - Aug 2021 | < 1 |
| Vawter Financial | Columbus, OH | Oct 2020 - Jun 2021 | < 1 |
| The Wendy's Company | South Bloomfield, OH | Jan 2020 - Dec 2020 | < 1 |
| Windstor Advisory Group | Columbus, OH | Jun 2020 - Aug 2020 | < 1 |
| Columbus State Community College | Columbus, OH | May 2020 - Aug 2020 | < 1 |
| The Wendy's Company | South Bloomfield, OH | Jan 2019 - Dec 2019 | < 1 |
| The Ohio State University | Columbus, OH | Jan 2019 - May 2019 | < 1 |
| Coca Cola Company | Columbus, OH | Dec 2018 - Dec 2018 | < 1 |
| The Wendy's Company | South Bloomfield, OH | May 2018 - Dec 2018 | < 1 |
| The Wendy's Company | South Bloomfield, OH | Jul 2016 - May 2018 | 1 |
| Teays Valley High School | Ashville, OH | Aug 2014 - May 2018 | 3 |
| Renick's Family Market | Ashville, OH | Jun 2016 - Jul 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- OH
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Total Assets Under Management19,432MILLIONS
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Total Number of Accounts16,708ACCOUNTS
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Average Account Value$1,163,041
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI
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