KP
CFP
KP
CFP

Kenneth Polk

26 Years of Experience
Birmingham, AL

Kenneth Polk is a CFP-designated registered investment advisor at Arlington Partners LLC, based in Birmingham, AL, with 26 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
IM Fee
Planning only
Assets Under Management
$2.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

The John Hand Building, 2000 Morris Avenue, Suite 1200, Birmingham, AL, 35203

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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 Activities

Kenneth is co-trustee of a trust and vice president/treasurer of a family foundation, dedicating minimal time. He is also a member of Arlington Associates, LLC; chairman, president & CEO of Arlington Trust Company, Inc; and managing member of Arlington Holdings, LLC.

Employment History
Current Registrations
Arlington Partners LLC
April 2000 - Present · 26 yrs 6 mos
State Registrations1 state
AL
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.
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