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CFP
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CFP

Kenneth Popovec

Stonex Advisors INC.
38 Years of Experience
Canfield, OH
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Kenneth Popovec is a CFP-designated registered investment advisor at Stonex Advisors INC., based in Canfield, OH, with 38 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9,843 clients with $5.1B in assets under management.

Stonex Advisors INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
233 advisors
Number of Clients
9,843 clients
Average Client Portfolio
$517K average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiated between the client and financial advisor up to a maximum annualized rate of 2.00% for standard assets and 1.50% for annuity allocations. Subject to a minimum annual fee of $200 or 0.10%, whichever is greater ($300 for Unified Managed Accounts). American Funds F2 platform has a separate tiered schedule of 0.80% and 0.55%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4137 Boardman-Canfield Road 105 B, Canfield, OH, 44406

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History

Regulatory History (2)
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
September 2003
Denied
Customer Dispute
September 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other 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.
January 2015 - Present · 11 yrs 9 mos
Stonex Securities INC.Broker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
July 2000 - January 2015 · 14 yrs 6 mos
Wrp Investments, INC.Broker
March 2000 - September 2014 · 14 yrs 6 mos
American Express Financial Advisors INC.Broker
October 1987 - April 2000 · 12 yrs 6 mos
Ids Life Insurance CompanyBroker
October 1987 - April 2000 · 12 yrs 6 mos
State Registrations14 states
AZCACOFLGAILNCNVNYOHPASCTXWY
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.
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