Kenneth Wheeler, financial advisor Winter Park FL

Kenneth Wheeler

CRD Number: 1249314
Current Firm: Onefirm Consulting, LLC

Kenneth Wheeler (CRD# 1249314) is an Investment Advisor Representative working at Onefirm Consulting, LLC in Winter Park, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Onefirm Consulting, LLC Winter Park, FL Feb 2018 - Current 6
Self-employed Attorney Winter Park, FL Apr 1984 - Current 39
Kms Financial Services, Inc. Seattle, WA Nov 2016 - Feb 2018 1
Royal Alliance Associates, Inc. Winter Park, FL Dec 2015 - Nov 2016 < 1
Cssc Brokerage Services, Inc. Winter Park, FL Mar 2007 - Dec 2015 8
Cssc Investment Advisory Services, Inc. Winter Park, FL Feb 2005 - Dec 2015 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Kenneth B. Wheeler
Phone Number: (407) 645-1779
Registered State(s):
  • FL
  • SD
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $150,670
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, SD

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