KR
ChFC
KR
ChFC

Kenneth Rickelman

29 Years of Experience
Evansville, IN
BrokerSells Insurance

Kenneth Rickelman is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Evansville, IN, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

20 NW 3rd St, Suite 320, Evansville, IN, 47708

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kenneth is the President and Owner of Choice Benefit Plans, Inc., which facilitates securities, advisory, and insurance business. He also engages in fixed insurance sales; both activities each take about 10% of his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Commonwealth Financial NetworkBroker
July 2018 - August 2025 · 7 yrs 1 mo
Commonwealth Financial Network
July 2018 - August 2025 · 7 yrs 1 mo
Lincoln Financial Securities Corporation
August 2009 - July 2018 · 8 yrs 11 mos
Lincoln Financial Securities CorporationBroker
October 1997 - July 2018 · 20 yrs 9 mos
Jefferson-Pilot Investor Services, INC.Broker
April 1996 - October 1997 · 1 yr 6 mos
State Registrations11 states
FLGAILINKSKYMIMONCOHTN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kenneth Rickelman - Financial Advisor | TrueAdvisor