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Kenneth Blanton

39 Years of Experience
Novi, MI
1 DisclosureBrokerSells Insurance

Kenneth Blanton is a registered investment advisor at Newedge Advisors, based in Novi, MI, with 39 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
583 advisors
Number of Clients
42,946 clients
Average Client Portfolio
$638K average
Assets Under Management
$27.4B

Fee Structure

Planning is included in investment management

NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.

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Location

39555 Orchard Hill Pl, Novi, MI, 48375

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2013
Settled
Other Business ActivitiesSells Insurance

Kenneth sells fixed and indexed annuities as an insurance agent. This activity takes minimal time.

Employment History
Current Registrations
Newedge Advisors
January 2023 - Present · 3 yrs 6 mos
Newedge Securities, LLCBroker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1994 - January 2023 · 28 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1990 - January 2023 · 32 yrs 5 mos
Lehman Brothers INC.Broker
July 1986 - September 1990 · 4 yrs 2 mos
State Registrations2 states
FLMI
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 Blanton - Financial Advisor | TrueAdvisor