Kenneth Petrashek, financial advisor Dallas TX
93 score

Kenneth Petrashek

CRD Number: 6031528
Current Firm: Frontier Investment Management Co

Kenneth Petrashek (CRD# 6031528) is an Investment Advisor Representative working at Frontier Investment Management Co in Dallas, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Frontier Investment Management Co Dallas, TX Mar 2017 - Current 1
Tiaa Dallas, TX Jul 2015 - Feb 2017 1
Tiaa-cref Individual & Institutional Services, LLC Dallas, TX Jul 2015 - Feb 2017 1
Usaa Financial Advisors, Inc. Addison, TX Sep 2014 - Jun 2015 < 1
Usaa Financial Planning Services Addison, TX Sep 2014 - Jun 2015 < 1
Lpl Financial LLC Stillwater, OK Feb 2012 - Aug 2014 2
Farquhar Financial Services Tulsa, OK Oct 2010 - Feb 2012 1
City Of Stillwater Stillwater, OK Aug 2008 - Oct 2010 2
City Of Midwest City Midwest City, OK Sep 2005 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Kenneth C. Petrashek
Phone Number: 972-934-2590
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,852
    MILLIONS
  • Total Number of Accounts
    2,650
    ACCOUNTS
  • Average Account Value
    $698,952
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MN, MO, MS, MT, NC, NE, NM, NV, NY, OK, OR, PA, SC, TN, TX, VA, VI, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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