Kenneth Kann (CRD# 1953384) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has over 19 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | Scottsdale, AZ | Apr 2020 - Current | 4 |
| Beacon Pointe Wealth Advisors, LLC | Scottsdale, AZ | Jan 2017 - Mar 2020 | 3 |
| Beacon Pointe Advisors, LLC | Scottsdale, AZ | Jan 2017 - Mar 2020 | 3 |
| Windsor Capital Management, LLC | Phoenix, AZ | Aug 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2009 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- AZ
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Total Assets Under Management31,280MILLIONS
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Total Number of Accounts47,098ACCOUNTS
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Average Account Value$664,146
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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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