Kenneth Duetsch
CRD Number: 2117710Current Firm: Grand Capital Advisors, LLC
Compensation Model: Fee Only
Kenneth Duetsch II (CRD# 2117710) is an Investment Advisor Representative working at Grand Capital Advisors, a fee-only RIA in Grand Blanc, MI and has over 32 years of experience in the finance industry. Kenneth Duetsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards. Ken has also obtained the Chartered Financial Advisor® (CFA®) designation. The CFA designation is arguably the most respected designation in finance with a weighted average pass rate around 11%. To obtain this designation, candidates sit for three exams, each requiring a minimum of 300 hours of intense study. Ken has also obtained a Master of Business Administration (MBA) from DePaul University.
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6080268
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grand Capital Advisors, LLC | Grand Blanc, MI | Jan 2019 - Current | 5 |
| Huntington Bank | Flint, ME | Sep 1999 - Dec 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1991 |
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Total Assets Under Management92MILLIONS
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Total Number of Accounts215ACCOUNTS
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Average Account Value$428,988
- 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
MI, TX
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