Kenneth Klegon, financial advisor Troy MI
96 score

Kenneth Klegon

CRD Number: 1139339
Current Firm: Mutual Fund Management Co

Kenneth Klegon (CRD# 1139339) is an Investment Advisor Representative working at Mutual Fund Management Co in Troy, MI and has over 33 years of experience in the finance industry. Kenneth Klegon 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
Financial Management Associates Okemos, MI Jan 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Contact Info for Kenneth L. Klegon
Phone Number: 248-635-1155
Firm Website:
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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