Kenneth Bolton (CRD# 1925208) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 35 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cs Planning Corp. | Portland, OR | Jan 2018 - Current | 6 |
| Milestone Private Wealth Management, LLC | Ventura, CA | Jan 2018 - Current | 6 |
| Wells Fargo Advisors Financial Network LLC | Oxnard, CA | May 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management958MILLIONS
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Total Number of Accounts4,650ACCOUNTS
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Average Account Value$205,991
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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