Kenneth Boldt
Kenneth Boldt is a registered investment advisor at LPL Financial LLC, based in North Canton, OH, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2205 Greensburg Rd, North Canton, OH, 44720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth operates several businesses, including Ken Boldt Financial Group, Ken Boldt Insurance Agency Inc. II, and Ken Boldt Insurance Agency Inc. He also co-owns M & K One LLC (real estate rental) and owns Better Living Property Management LLC, dedicating about a quarter of his time to non-variable insurance activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nationwide Securities, LLCBroker
Nationwide Securities, LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
Nationwide Securities, INC.Broker
State Registrations6 states
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