Kenny Goldner, financial advisor Farmington MI

Kenny Goldner

CRD Number: 6869031
Current Firm: Asset Allocation Strategies, LLC

Kenny Goldner (CRD# 6869031) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 2 years of experience in the finance industry.

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Esi Financial Advisors
Company Name Location Dates Years
Service Titan Glendale, CA Dec 2014 - Jun 2017 2
Jersey Mike's Subs Northridge, CA Jan 2012 - Apr 2017 5
The Los Angeles Recording School Hollywood, CA Jun 2011 - Jun 2013 2
California State University, Northridge Los Angeles, CA Jun 2009 - Jun 2011 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Kenny R. Goldner
Phone Number: 248-489-0101
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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