Kenneth Kline (CRD# 6637491) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grand Junction, CO and has over 7 years of experience in the finance industry. Kenneth Kline 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.
CRD# 6316143
Ameriprise Financial Services, LLC
CRD# 6185544
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1580169
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Inc. | Grand Junction, CO | Oct 2022 - Current | 1 |
| Raymond James Financial Services Advisors | Grand Junction, CO | Oct 2022 - Current | 1 |
| Oak Crest Advisors | Grand Junction, CO | Oct 2022 - Current | 1 |
| Kline Wealth Management | Fruita, CO | Oct 2022 - Current | 1 |
| Hutton & Kline Wealth Mgt Grp | Grand Junction, MO | Oct 2022 - Oct 2022 | < 1 |
| Edward Jones | St Louis, MO | May 2016 - Oct 2022 | 6 |
| Ge Oil & Gas Pressure Control | Grand Junction, CO | Jul 2007 - Mar 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- CO
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, WY
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