Kenneth FishCRD Number: 4528862
Current Firm: Touchstone Advisors Inc.
Kenneth Fish (CRD# 4528862) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 20 years of experience in the finance industry.
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
Ubs Financial Services Inc.
|Touchstone Securities||Cincinnati, OH||Mar 2014 - Current||8|
|Ifs Financial Services Inc.||Cincinnati, OH||Mar 2014 - Current||8|
|Unified Financial Securities, Inc.||Indianapolis, IN||Dec 2010 - Feb 2014||3|
|Huntington National Bank||Columbus, OH||Dec 2009 - Feb 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
|S66||NASAA Uniform Combined State Law Examination||Jul 2020|
Total Assets Under Management34,632MILLIONS
Total Number of Accounts36ACCOUNTS
Average Account Value$961,999,570
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.