Ken Stern & Associates Inc.

Ken Stern & Associates Inc. (CRD# 110092) is a financial advisory firm headquartered in San Diego, CA. They manage $322,203,324 in 898 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • Total Number of Accounts
    898
    ACCOUNTS
  • Average Account Value
    $358,801
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, IL, NY, TN, TX

Financial Advisors at Ken Stern & Associates Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Amy L. Boggeman
CRD#: 5285033
3655 Nobel Drive, Suite 630, San Diego, CA 92122
93
Wealthminder
score

Amy Boggeman (CRD# 5285033) is an Investment Advisor Representative working at Ken Stern & Associates Inc. in San Diego, CA and has over 9 years of experience in the finance industry.

2
Jeffrey A. Christie
CRD#: 4889641
3655 Nobel Drive, Suite 630, San Diego, CA 92122
93
Wealthminder
score

Jeffrey Christie (CRD# 4889641) is an Investment Advisor Representative working at Ken Stern & Associates Inc. in San Diego, CA and has over 11 years of experience in the finance industry.

3
Brendan W. Van Cleve
CRD#: 4957502
3655 Nobel Drive, Suite 630, San Diego, CA 92122
93
Wealthminder
score

Brendan Van Cleve (CRD# 4957502) is an Investment Advisor Representative working at Ken Stern & Associates Inc. in San Diego, CA and has over 11 years of experience in the finance industry.

4
Christopher G. Peterson
CRD#: 5856480
3655 Nobel Drive, Suite 630, San Diego, CA 92122
90
Wealthminder
score

Christopher Peterson (CRD# 5856480) is an Investment Advisor Representative working at Ken Stern & Associates Inc. in San Diego, CA and has over 3 years of experience in the finance industry.

5
Kenneth A. Stern
CRD#: 1754133
12396 World Trade Dr., Ste. 312, San Diego, CA 92128
61
Wealthminder
score

Kenneth Stern (CRD# 1754133) is an Investment Advisor Representative working at Ken Stern & Associates Inc. in San Diego, CA and has over 28 years of experience in the finance industry. Kenneth Stern 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.

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