Kenneth Hargreaves, financial advisor Sarasota FL

Kenneth Hargreaves

CRD Number: 5495305
Current Firm: Wealthgen Advisors, LLC

Kenneth Hargreaves (CRD# 5495305) is an Investment Advisor Representative working at Wealthgen Advisors, LLC in Sarasota, FL and has over 15 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Wealthgen Advisors, LLC Bradenton, FL Dec 2019 - Current 4
American Funds/capital Group Co's Los Angeles, CA Mar 2012 - Dec 2019 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kenneth J. Hargreaves
Phone Number: (941) 706-4151
Registered State(s):
  • CO
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $114,425
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
Types of Clients
Registered States

CO, FL, TX

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