Kennedy Wealth Management

Kennedy Wealth Management (CRD# 117558) is a financial advisory firm headquartered in Knoxville, TN. They manage $15,703,482 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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.


Financial Advisors at Kennedy Wealth Management
Showing 1 - 1 of 1 top financial advisors.
Derek T. Kennedy
CRD#: 2357481
200 Prosperity Drive, Knoxville, TN 37923

Derek Kennedy (CRD# 2357481) is an Investment Advisor Representative working at Kennedy Wealth Management in Knoxville, TN and has over 24 years of experience in the finance industry. Derek Kennedy 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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