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Steven Kenski

36 Years of Experience
Youngstown, OH
BrokerSells Insurance

Steven Kenski is a registered investment advisor at LPL Financial LLC, based in Youngstown, OH, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

15 Colonial Dr Ste 11, Youngstown, OH, 44505

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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

Steven is the owner of Kenski Financial Solutions, selling traditional insurance and fixed indexed annuities since 2017, dedicating minimal time. He also operates Kenski Financial Strategies as a DBA for his LPL business, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 8 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
National Planning CorporationBroker
May 2017 - November 2017 · 6 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2017 - November 2017 · 6 mos
MML Investors Services, LLCBroker
March 2017 - May 2017 · 2 mos
MML Investors Services, LLC
March 2017 - May 2017 · 2 mos
Msi Financial Services, INC.
March 2006 - March 2017 · 11 yrs
Msi Financial Services, INC.Broker
October 2005 - March 2017 · 11 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
October 2005 - July 2007 · 1 yr 9 mos
Allstate Financial Services, LLCBroker
April 2003 - August 2005 · 2 yrs 4 mos
VALIC Financial Advisors, INC.Broker
January 1999 - April 2003 · 4 yrs 3 mos
The Variable Annuity Marketing CompanyBroker
January 1998 - December 2001 · 3 yrs 11 mos
Investors Capital CORP.Broker
July 1997 - May 1998 · 10 mos
Metlife Securities INC.Broker
February 1989 - May 1997 · 8 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
February 1989 - May 1997 · 8 yrs 3 mos
State Registrations6 states
CODEFLHIOHPA
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.
Steven Kenski - Financial Advisor | TrueAdvisor