Kenneth Demarco, financial advisor Frankfort IL

Kenneth Demarco

CRD Number: 2188333
Current Firm: Avantax Advisory Services

Kenneth Demarco (CRD# 2188333) is an Investment Advisor Representative working at Avantax Advisory Services in Frankfort, IL and has over 32 years of experience in the finance industry.

Similar Advisors
Phillip Shaw, financial advisor Frankfort IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Gregory Reichold, financial advisor Frankfort IL
Gregory A. Reichold
CRD# 5648094
Highpoint Planning Partners
Similar Advisors
Thomas Aagaard, financial advisor Frankfort IL
Thomas E. Aagaard
CRD# 5569194
Amplify Investments LLC
Company Name Location Dates Years
Avantax Insurance Agency, LLC Orland Park, IL Mar 2016 - Current 8
Avantax Investment Services, Inc. Orland Park, IL Nov 2015 - Current 8
Avantax Advisory Services Orland Park, IL Nov 2015 - Current 8
Unemployed Lagrange Park, IL Jun 2015 - Oct 2015 < 1
Pfs Investments Inc. Frankfort, IL Mar 2015 - May 2015 < 1
Primerica Financial Services Frankfort, IL Oct 2014 - May 2015 < 1
Invesco Distributors, Inc. Houston, TX Jun 2010 - Sep 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Jul 2001
Contact Info for Kenneth A. Demarco
Phone Number: 972-870-6000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.