Darren Kennon
Darren Kennon is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Phoenix, AZ, with 34 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
5136 E. Roosevelt St, Phoenix, AZ, 85032
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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
Darren is a representative for PFG Advisors and also engages in insurance-related activities. Additionally, Darren co-owns an Air B&B cabin and owns a condo where his sons live and rent out a room, dedicating minimal time to these ventures.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
LPL Financial LLC
LPL Financial Corporation
LPL Financial LLCBroker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Heritage West Securities, INC.Broker
Smith Barney Shearson INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Financial Network Investment CorporationBroker
State Registrations7 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.