Kenney Wealth Planning & Management

Kenney Wealth Planning & Management (CRD# 326449) is a financial advisory firm headquartered in , . They manage $1,612,546 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://kennedywealth.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $146,595
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Kenney Wealth Planning & Management
Showing 1 - 1 of 1 top financial advisors.
1
Eric Kenney, financial advisor Snoqualmie WA
Eric J. Kenney
CRD#: 7723510
Snoqualmie, WA

Eric Kenney (CRD# 7723510) is an Investment Advisor Representative working at Kenney Wealth Planning & Management in Snoqualmie, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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