Kenneth Popovec
Kenneth Popovec is a CFP-designated registered investment advisor at Stonex Advisors INC., based in Canfield, OH, with 38 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
4137 Boardman-Canfield Road 105 B, Canfield, OH, 44406
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Regulatory History (2)
Customer Dispute
September 2003Customer Dispute
September 2003Other Business ActivitiesSells Insurance
Kenneth sells life insurance, fixed annuities, and fixed indexed annuities through KJP Financial Services, dedicating about 10-20% of his time to this. He also serves as treasurer for the Canfield High School Hall of Fame Committee and on the board of directors for the Melina Michelle Edenfield Foundation, spending minimal time and a few hours per week on these activities, respectively.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations14 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.