Kenton Braun (CRD# 7242960) is an Investment Advisor Representative working at Personal Prosperity LLC in Spring, TX and has over 3 years of experience in the finance industry. Kenton Braun 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.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B2 Innovations Llc Dba Personal Prosperity LLC | Spring, TX | Jan 2021 - Current | 3 |
| Mitchellclark & Company | Brenham, TX | Jun 2021 - Jun 2022 | 1 |
| Mitchellclark & Company | Brenham, TX | Jan 2020 - Dec 2020 | < 1 |
| B2 Innovations LLC | Houston, TX | Apr 2018 - Mar 2020 | 1 |
| Pnd Engineers, Inc. | Houston, TX | Oct 2015 - Mar 2018 | 2 |
| Pnd Engineers, Inc. | Anchorage, AK | Dec 2009 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- TX
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Total Assets Under Management5MILLIONS
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Total Number of Accounts38ACCOUNTS
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Average Account Value$138,984
- 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
- Selection of other advisers (including private fund managers)
TX
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