Kenneth Solem, financial advisor Minneapolis MN
93 score

Kenneth Solem

CRD Number: 1170236
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Kenneth Solem (CRD# 1170236) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Minneapolis, MN and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Minneapolis, MN Nov 2008 - Current 8
Minnesota Bio Medical Partners Coon Rapids, MN Dec 2004 - Current 12
Prospera Financial Services Dallas, TX Oct 2004 - Nov 2008 4
Networth Inc. Coon Rapids, MN Jan 1996 - Dec 2007 11
Irec-chartered Financial Service Anoka, MN Jun 1976 - Dec 2007 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Contact Info for Kenneth M. Solem
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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