Kenneth Schiess, financial advisor Sandy Hook CT
93 score

Kenneth Schiess

CRD Number: 3106535
Current Firm: H.d. Vest Advisory Services, Inc.

Kenneth Schiess (CRD# 3106535) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Sandy Hook, CT and has over 18 years of experience in the finance industry.

Similar Advisors
Thomas Beirne III, financial advisor Sandy Hook CT
Thomas Beirne III
CRD# 2481521
Halsey Associates Inc.
Score
101
Similar Advisors
Gianni Dimeglio, financial advisor Sandy Hook CT
Gianni L. Dimeglio
CRD# 4702472
Td Private Client Wealth LLC
Score
101
Similar Advisors
Geoffrey Kanner, financial advisor Sandy Hook CT
Geoffrey I. Kanner
CRD# 1975417
Kanner Financial Services LLC
Score
101
Company Name Location Dates Years
H.d. Vest Advisory Services Sandy Hook, CT Jul 2004 - Current 12
H.d. Vest Investment Services Sandy Hook, CT Jan 2004 - Current 12
Associated Grocers Gardiner, ME Oct 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Kenneth R. Schiess
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CT
  • NC
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • 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

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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.