KB
CFP
KB
CFP

Kenneth Benedict

26 Years of Experience
Genoa, NV
BrokerSells Insurance

Kenneth Benedict is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Genoa, NV, with 26 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 Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

Kenneth is an owner/officer of Financial Pointe and an IAR with Kestra Advisory Services, spending full-time hours on these activities. He also works as an insurance agent, conducts retirement planning training seminars, and is an enrolled agent with the IRS, dedicating minimal time to each.

Employment History
Current Registrations
Kestra Advisory Services, LLC
October 2023 - Present · 3 yrs
Kestra Investment Services, LLCBroker
October 2023 - Present · 3 yrs
Previous Registrations
Osaic Wealth, INC.
September 2023 - October 2023 · 1 mo
Osaic Wealth, INC.Broker
September 2023 - October 2023 · 1 mo
Sagepoint Financial, INC.Broker
December 2015 - September 2023 · 7 yrs 9 mos
Sagepoint Financial, INC.
December 2015 - September 2023 · 7 yrs 9 mos
Pure Financial Advisors, INC.
February 2015 - December 2015 · 10 mos
Charles Schwab & CO., INC.Broker
July 2013 - February 2015 · 1 yr 7 mos
Charles Schwab & CO., INC.
June 2013 - February 2015 · 1 yr 8 mos
One Capital Management, LLC
February 2011 - June 2013 · 2 yrs 4 mos
Daat Asset Management
July 2008 - February 2011 · 2 yrs 7 mos
Charles Schwab & CO., INC.
July 1997 - September 2002 · 5 yrs 2 mos
Charles Schwab & CO., INC.Broker
March 1994 - September 2002 · 8 yrs 6 mos
Montano Securities CorporationBroker
October 1993 - April 1994 · 6 mos
State Registrations11 states
CADEFLGAILMEMONVORSCTX
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.