KH
CFP · ChFC
KH
CFP · ChFC
Kenneth Heidenreich is a CFP, ChFC-designated registered investment advisor, based in Edmond, OK, with 41 years of industry experience.
Location
2964 Via Esperanza, Edmond, OK, 73013
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Regulatory History (2)
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Customer Dispute
January 2016Denied
Customer Dispute
September 2001Settled
Other Business Activities
Kenneth owns AAMS.R.BLESSINGS, LLC, a rental real estate business, and dedicates minimal time to managing office building upkeep. He also works for Heidenreich Wealth Management, LLC as a financial advisor, taking about half of Kenneth's time, and serves on the advisory board for Logan County Rural Water Board District 1, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2018 - Present · 7 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2008 - June 2018 · 9 yrs 6 mos
Wells Fargo Clearing Services, LLC
December 2008 - June 2018 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2004 - December 2008 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2004 - December 2008 · 4 yrs 6 mos
Metlife Securities INC.
August 2001 - May 2004 · 2 yrs 9 mos
Metlife Securities INC.Broker
July 2001 - May 2004 · 2 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
July 2001 - May 2004 · 2 yrs 10 mos
Ids Life Insurance CompanyBroker
October 1999 - July 2001 · 1 yr 9 mos
American Express Financial Advisors INC.Broker
August 1984 - July 2001 · 16 yrs 11 mos
Ids Financial Services INC.Broker
August 1984 - December 1986 · 2 yrs 4 mos
State Registrations26 states
ARAZCACOCTFLILINKSKYMDMIMNMOMTNCNENMNYOKORPASDTXUTWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.