Kenneth KolnickiCRD Number: 1377627
Current Firm: Cetera Investment Advisers LLC
Kenneth Kolnicki (CRD# 1377627) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Downers Grove, IL and has over 25 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Kpw Financial Services||Downers Grove, IL||Nov 2012 - Current||3|
|Pollitz & Company, Cpa's||Downers Grove, IL||Oct 2010 - Current||6|
|Cetera Investment Advisers LLC||Schaumburg, IL||Jan 1995 - Current||21|
|Cetera Financial Specialists LLC||Schaumburg, IL||May 1985 - Current||31|
|Kolnicki, Peterson, Wirth||Downers Grove, IL||Dec 1974 - Current||41|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1991|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
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:
- Regulatory Event
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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