Kenneth Klegon (CRD# 1139339) is an Investment Advisor Representative working at William Mack & Associates Inc. in Greenville, SC and has over 40 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.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| William Mack & Associates, Inc. | Troy, MI | Oct 2017 - Current | 6 |
| Mutual Fund Management Company | Troy, MI | Mar 2011 - Jan 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1983 |
- MI
-
Total Assets Under Management755MILLIONS
-
Total Number of Accounts852ACCOUNTS
-
Average Account Value$885,895
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, MI, NC, ND, NY, OH, TX, VA, WA
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