Kenneth Klegon, financial advisor Ludington MI
96 score

Kenneth Klegon

CRD Number: 1139339
Current Firm: William Mack & Associates Inc.

Kenneth Klegon (CRD# 1139339) is an Investment Advisor Representative working at William Mack & Associates Inc. in Ludington, MI and has over 34 years of experience in the finance industry. Kenneth Klegon 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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Professional Designations
Company Name Location Dates Years
William Mack & Associates, Inc. Troy, MI Oct 2017 - Current < 1
Mutual Fund Management Company Troy, MI Mar 2011 - Current 7
Financial Management Associates Okemos, MI Jan 1983 - Mar 2011 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Contact Info for Kenneth L. Klegon
Phone Number: 248-643-4310
Firm Website:
Registered State(s):
  • MI
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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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