KC
KC

Kenneth Cook

27 Years of Experience
Jupiter, FL
BrokerSells Insurance

Kenneth Cook is a registered investment advisor at Blackridge Asset Management, LLC, based in Jupiter, FL, with 27 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.

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Location

1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477

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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 ActivitiesSells Insurance

Kenneth is involved in tax preparation and insurance sales, each taking minimal time. He also owns Cook Financial Group, dedicating nearly full-time hours to securities sales and financial planning.

Employment History
Current Registrations
Peak Brokerage Services, LLCBroker
January 2018 - Present · 8 yrs 4 mos
Blackridge Asset Management, LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Summit Financial Group INC
May 2014 - February 2018 · 3 yrs 9 mos
Summit Brokerage Services, INC.Broker
May 2014 - February 2018 · 3 yrs 9 mos
First Allied Advisory Services, INC.
November 2011 - December 2011 · 1 mo
First Allied Securities, INC.Broker
November 2011 - December 2011 · 1 mo
Next Financial Group, INC.Broker
March 2008 - May 2014 · 6 yrs 2 mos
Next Financial Group, INC.
March 2008 - May 2014 · 6 yrs 2 mos
Obs Financial Services, INC.
July 2006 - August 2008 · 2 yrs 1 mo
Online Brokerage ServicesBroker
February 2004 - March 2008 · 4 yrs 1 mo
Advisortradz
February 2004 - August 2006 · 2 yrs 6 mos
World Choice Securities, INC.
November 2003 - February 2004 · 3 mos
World Choice Securities, INC.Broker
May 2003 - February 2004 · 9 mos
Linsco/private Ledger CORP.Broker
June 1998 - July 2001 · 3 yrs 1 mo
Painewebber IncorporatedBroker
September 1997 - May 1998 · 8 mos
United Heritage Financial Services, INC.Broker
September 1996 - August 1997 · 11 mos
State Registrations10 states
ALARGAINLAMSNCNMOKTX
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.