Kenneth O'learyCRD Number: 1352175
Current Firm: Surepath Financial Services, LLC
Kenneth O'leary (CRD# 1352175) is an Investment Advisor Representative working at Surepath Financial Services, LLC in Woodstock, GA and has over 19 years of experience in the finance industry.
Npv Advisory Services, LLC
Terra Firma Financial LLC
Independent Financial Partners
|Surepath Financial Services, LLC||Woodstock, GA||Nov 2017 - Current||< 1|
|Send Out Cards||Woodstock, GA||Jun 2017 - Current||< 1|
|Reliv||Woodstock, GA||Sep 2015 - Current||2|
|Kenneth A. O'leary, Sole Proprietor||Woodstock, GA||Feb 1999 - Current||19|
|Woodstock Financial Group||Woodstock, GA||Aug 2011 - Nov 2017||6|
|Edward Jones||Woodstock, GA||Mar 2007 - Aug 2011||4|
|Edward Jones||Woodstock, GA||Nov 1998 - Aug 2011||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management5MILLIONS
Total Number of Accounts36ACCOUNTS
Average Account Value$146,087
- 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
- Educational seminars/workshops
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.