Kenneth Weinstein
Kenneth Weinstein is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tonawanda, NY, with 32 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1450 Niagara Falls Blvd Suite #202, Tonawanda, NY, 14150
Get directionsHistory
Regulatory History (1)
Criminal
June 1977Other Business ActivitiesSells Insurance
Kenneth owns and manages rental property, operates a CPA firm full-time, and sells seat covers for classic cars (minimal time). He is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services and may sell variable annuities, fixed annuities, index annuities, and variable insurance products (a few hours per week).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Mony Securities CorporationBroker
Trusted Securities Advisors CORP.Broker
21st Century Financial Services, INC.Broker
Franklin Financial Services CorporationBroker
Franklin Financial Services CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 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.