Kenneth Bowers
Kenneth Bowers is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Albuquerque, NM, with 35 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
4121 Eubank Blvd Ne, Albuquerque, NM, 87111
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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 owns Lifetime Retirement Strategies, a DBA for marketing purposes, and is the president of TDS Group Inc., which only accepts renewal business written prior to 2015. He is also a life insurance agent and a member of LRS Office LLC, which is involved in real estate sales, rentals, and property management.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Pension Planners Securities, INC.
Pension Planners Securities, INC.Broker
Usallianz Securities, INC.Broker
Pension Planners Securities, INC.Broker
Securities America, INC.Broker
Aragon Financial Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.