Kenneth Terpening (CRD# 5075351) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 18 years of experience in the finance industry. Kenneth Terpening 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# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| King Wealth Management Group, LLC | Saratoga Springs, NY | May 2017 - Current | 6 |
| Unemployed | Ballston Lake, NY | Feb 2017 - May 2017 | < 1 |
| The Ayco Company, L.p./mercer Allied | Latham, NY | Jun 2015 - Feb 2017 | 1 |
| Fidelity Investments | Albany, NY | Jan 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2006 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- NY
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Total Assets Under Management751MILLIONS
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Total Number of Accounts1,729ACCOUNTS
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Average Account Value$434,504
- A percentage of assets under your management
- 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
CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VT
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