KB
KB

Kenneth Bielejeski

29 Years of Experience
Roseville, CA
1 Disclosure

Kenneth Bielejeski is a registered investment advisor at Stratos Wealth Advisors LLC, based in Roseville, CA, with 29 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 4,979 clients with $4.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K

Stratos Wealth Advisors (SWA) offers investment management through advisor-managed accounts. You'll pay a management fee, plus transaction charges for each trade. There may be some investments, like certain mutual funds, where you won't pay transaction fees. The maximum annual advisory fee is 2.0% of your portfolio. In some cases, SWA may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management. A minimum account value of $10,000 is required for advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.

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Location

1540 Eureka Rd, Suite 101, Roseville, CA, 95661

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History

Regulatory History (1)
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Criminal
May 1986
Final Disposition
Employment History
Current Registrations
Stratos Wealth Advisors LLC
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Financial Engines Advisors L.L.C.
November 2016 - February 2019 · 2 yrs 3 mos
Financial Engines Advisor Center, LLC
April 2015 - November 2016 · 1 yr 7 mos
The Mutual Fund Store
May 2008 - May 2015 · 7 yrs
E*trade Advisory Services, INC.
October 2002 - September 2003 · 11 mos
E*trade Securities LLCBroker
December 2001 - June 2006 · 4 yrs 6 mos
TD Waterhouse Investor Services, INC.Broker
August 1993 - February 2000 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1993 - June 1993 · 2 mos
Baraban Securities, INC.Broker
January 1993 - March 1993 · 2 mos
State Registrations2 states
CATX
Advisor

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.