Kenneth KannCRD Number: 1953384
Current Firm: Windsor Capital Management, LLC
Kenneth Kann (CRD# 1953384) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Phoenix, AZ and has over 12 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Windsor Capital Management, LLC||Phoenix, AZ||Aug 2010 - Current||6|
|E*trade Securities LLC||Scottsdale, AZ||Mar 2010 - Aug 2010||< 1|
|E*trade Capital Management LLC||Scottsdale, AZ||Mar 2010 - Aug 2010||< 1|
|Chase Investment Services Corp||Scottsdale, AZ||Jun 2009 - Mar 2010||< 1|
|Unemployed||Phoenix, AZ||Jul 2008 - Jun 2009||< 1|
|Compass Brokerage, Inc.||Scottsdale, AZ||Nov 2006 - Jul 2008||1|
|Compass Bank||Scottsdale, AZ||Nov 2006 - Jul 2008||1|
|Financial Engines Advisors||Phoenix, AZ||Jul 2004 - Oct 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Feb 2005|
Total Assets Under Management461MILLIONS
Total Number of Accounts1,179ACCOUNTS
Average Account Value$390,830
- A percentage of assets under your management
- Hourly charges
- 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
AK, AZ, CA, CO, FL, GA, IA, ID, IL, LA, MI, MN, NE, NH, NV, OK, OR, TX, UT, VA, WA, WI
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