Kenneth Ziesenheim, financial advisor Sebring FL
96 score

Kenneth Ziesenheim

CRD Number: 1036804
Current Firm: Raymond James Financial Services Advisors, Inc.

Kenneth Ziesenheim (CRD# 1036804) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sebring, FL and has over 32 years of experience in the finance industry. Kenneth Ziesenheim 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.

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Professional Designations
Company Name Location Dates Years
Finra Boca Raton, FL Jun 2012 - Current 4
Raymond James Financial Services Advisors, Inc. Sebring, FL Jun 2009 - Current 7
Prescott College Prescott, AZ Mar 2009 - Current 7
N/a Boca Raton, FL Sep 2008 - Current 8
Ksz Consulting Services LLC Sebring, FL May 2008 - Current 8
Raymond James Financial Services, Inc. Sebring, FL Apr 2008 - Current 8
Thornburg Securities Corporation Santa Fe, NM Nov 1995 - Apr 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for Kenneth Ziesenheim
Phone Number: 727-567-5877
Registered State(s):
  • FL
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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