King Wealth Management Group, LLC

King Wealth Management Group, LLC (CRD# 159550) is a financial advisory firm headquartered in Naples, FL. They manage $726,161,528 in 1,576 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    726
    MILLION
  • Total Number of Accounts
    1,576
    ACCOUNTS
  • Average Account Value
    $460,762
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VT

Financial Advisors at King Wealth Management Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Daniel P. Gale
CRD#: 4138857
270 West Circular Street, Suite 1, Saratoga Springs, NY 12866

Daniel Gale (CRD# 4138857) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 22 years of experience in the finance industry.

2
Lawrence E. King
CRD#: 2015201
Naples, FL

Lawrence King (CRD# 2015201) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Naples, FL and has over 32 years of experience in the finance industry.

3
Kenneth J. Terpening
CRD#: 5075351
270 West Circular Street, Suite 1, Saratoga Springs, NY 12866

Kenneth Terpening (CRD# 5075351) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 16 years of experience in the finance industry. Kenneth Terpening 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.

4
Michele M. Martin
CRD#: 2204947
270 West Circular Street, Suite 1, Saratoga Springs, NY 12866

Michele Martin (CRD# 2204947) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 18 years of experience in the finance industry.

5
Sean B. Moynahan
CRD#: 7425100
270 West Circular Street, Suite 1, Saratoga Springs, NY 12866

Sean Moynahan (CRD# 7425100) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has 1 year of experience in the finance industry.

6
Jane M. Quinn
CRD#: 1968016
270 W. Circular Street, Suite 1, Saratoga Springs, NY 12866

Jane Quinn (CRD# 1968016) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 27 years of experience in the finance industry.

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