KS
KS

Kenneth D Sadler

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
415 clients
Average Client Portfolio
$190K average
Assets Under Management
$78.7M

Fee Structure

Minimum Investment:$10K
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Location

230 S Tamiami Trail, Suite 3-H, Venice, FL, 34285

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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 an insurance agent selling insurance products since 2019, dedicating about 10-20% of his time. He also owns a business selling flavored pickles at vendor/craft shows, spending minimal time on this activity.

Employment History
Current Registrations
American Capital Management, INC.
February 2024 - Present · 2 yrs
Previous Registrations
Wealth Watch Advisors, LLC
July 2023 - February 2024 · 7 mos
Summerhill Asset Management LLC
December 2022 - August 2023 · 8 mos
American Capital Management, INC.
August 2021 - October 2022 · 1 yr 2 mos
Mutual of Omaha Investor Services, INC.
May 2021 - August 2021 · 3 mos
Mutual of Omaha Investor Services, INC.Broker
May 2021 - August 2021 · 3 mos
Mutual of Omaha Investor Services, INC.Broker
November 2019 - April 2021 · 1 yr 5 mos
Mutual of Omaha Investor Services, INC.
April 2019 - April 2021 · 2 yrs
Nylife Securities INC.Broker
January 2000 - July 2000 · 6 mos
State Registrations2 states
FLKY
Advisor
Exams
No exam information available for this advisor.