Kenneth WalkerCRD Number: 1199318
Current Firm: Summit Financial Group Inc.
Kenneth Walker (CRD# 1199318) is an Investment Advisor Representative working at Summit Financial Group Inc. in Southfield, MI and has over 33 years of experience in the finance industry. Kenneth Walker 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.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
|Summit Brokerage Services Inc.||Southfield, MI||Aug 2009 - Current||7|
|Comprhensive Planning Group Inc.||Oak Park, MI||Mar 1983 - Current||33|
|Mutual Service Corporation||Southfield, MI||Sep 1983 - Aug 2009||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV