Kenny Brown, Jr. (CRD# 6862043) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 6 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritrust Investment Advisors, Inc. | Tulsa, OK | Sep 2017 - Current | 6 |
| None | Tulsa, OK | Aug 2017 - Sep 2017 | < 1 |
| Heritage Trust Company | Oklahoma City, OK | Jan 2015 - Jul 2017 | 2 |
| Heritage Trust Company | Oklahoma City, OK | Jul 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- OK
-
Total Assets Under Management64MILLIONS
-
Total Number of Accounts209ACCOUNTS
-
Average Account Value$304,155
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
OK
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.