Kenneth Divelbiss
Kenneth Divelbiss is a CFP, ChFC-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Norman, OK, with 36 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
2720 Washington Dr Suite 100, Norman, OK, 73069
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth has several business activities, including outside insurance affiliations, operating under the DBA Diversified Wealth Management of OK, LLC, and providing investment advisory services through Great Valley Advisor Group, Inc. He dedicates a significant amount of time to these activities, including full-time hours to Diversified Wealth Management and Great Valley Advisor Group.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
Network Planning Advisors, L.L.C.
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations11 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.
Exams
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