Eric Kenney, financial advisor Snoqualmie WA

Eric Kenney

CRD Number: 7723510
Current Firm: Kenney Wealth Planning & Management

Eric Kenney (CRD# 7723510) is an Investment Advisor Representative working at Kenney Wealth Planning & Management in Snoqualmie, WA and has 1 year of experience in the finance industry.

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Kenney Investment Management LLC Snoqualmie, WA Feb 2023 - Current 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2023
Contact Info for Eric J. Kenney
Phone Number: (425) 414-0954
Registered State(s):
  • WA
Current Firm Details
Kenney Wealth Planning & Management
Firm's CRD Number: 326449
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $146,595
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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