KM
KM
Kenneth Matney
12 Years of Experience
Round Rock, TX
3 DisclosuresBrokerSells Insurance
Kenneth Matney is a registered investment advisor, based in Round Rock, TX, with 12 years of industry experience.
Location
1101 Satellite View, Suite 102, Round Rock, TX, 78665
Get directionsHistory
Regulatory History (3)
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Financial
September 2020Final
Financial
March 2019Final
Financial
February 2019Final
Other Business ActivitiesSells Insurance
Kenneth is a financial advisor and owner of Matney Wealth Management, dedicating full-time hours to registered representative activities, financial planning, and insurance. He also works full-time as an investment advisor representative (IAR) with Kestra Advisory Services LLC, focusing on wealth management and asset allocation.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
July 2024 - Present · 2 yrs
Kestra Advisory Services, LLC
July 2024 - Present · 2 yrs
Previous Registrations
Edward Jones
April 2016 - July 2024 · 8 yrs 3 mos
Edward JonesBroker
April 2016 - July 2024 · 8 yrs 3 mos
Voya Financial Advisors, INC.Broker
May 2015 - July 2015 · 2 mos
Edward Jones
April 2010 - September 2012 · 2 yrs 5 mos
Edward JonesBroker
April 2010 - September 2012 · 2 yrs 5 mos
State Registrations21 states
AZCACOFLGAIAIDLAMIMNMSMTNCNMNVOKSDTXUTVAWA
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.