Kenneth Reeves (CRD# 1801609) is an Investment Advisor Representative working at Cwm, LLC in Yakima, WA and has over 26 years of experience in the finance industry. Kenneth Reeves 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.
CRD# 6464303
Valic Financial Advisors, Inc.
CRD# 3133629
Valic Financial Advisors, Inc.
CRD# 2378534
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Management, Inc. | Yakima, WA | Jan 2017 - Current | 7 |
| Reeves Financial Services | Yakima, WA | Jan 2001 - Current | 23 |
| Lpl Financial, LLC | Yakima, WA | Jan 2017 - Jun 2020 | 3 |
| Invest Financial Corp. | Tampa, FL | Jan 2010 - Dec 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2001 |
- TX
- WA
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
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