Kenneth Pumphrey (CRD# 5295617) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Severna Park, MD and has over 14 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Concepts | Severna Park, MD | Aug 2023 - Current | < 1 |
| Lpl Financial | Severna Park, MD | Jan 2019 - Current | 5 |
| John Horrigan | Columbia, MD | May 2017 - Jun 2023 | 6 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2013 - Jan 2019 | 5 |
| Northwestern Mutual Investment Services LLC | Baltimore, MD | Feb 2007 - Jan 2019 | 11 |
| Scott Iodice | Baltimore, MD | Jun 2014 - Apr 2017 | 2 |
| The Batt Academy | Glen Burnie, MD | May 2009 - Jul 2016 | 7 |
| Scott Butler | Columbia, MD | Sep 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- MD
-
Total Assets Under Management12,394MILLIONS
-
Total Number of Accounts44,485ACCOUNTS
-
Average Account Value$278,622
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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 derived from SEC.gov data covering 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.
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.