KF
KF

Kenneth Fields

29 Years of Experience
Millburn, NJ
BrokerSells Insurance

Kenneth Fields is a registered investment advisor at LPL Financial LLC, based in Millburn, NJ, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

64 Main Street, Box #4, Millburn, NJ, 07041

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kenneth is involved with several business activities, including KBM Investments LLC (non-variable insurance and DBA for LPL business), acting in a fiduciary capacity for multiple trusts, KBM Properties LLC, and KBM Capital Funding LLC. These activities range from minimal time to nearly full-time.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Ic Advisory Services, INC.
June 2006 - March 2025 · 18 yrs 9 mos
The Investment Center, INC.
October 2002 - June 2006 · 3 yrs 8 mos
The Investment Center, INC.Broker
June 2000 - March 2025 · 24 yrs 9 mos
Metlife Securities INC.Broker
July 1996 - June 2000 · 3 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
July 1996 - June 2000 · 3 yrs 11 mos
State Registrations3 states
FLNJRI
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.