KM
KM

Kenrick H Moore

23 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
317 clients
Average Client Portfolio
$299K average
Assets Under Management
$94.8M

Fee Structure

Financial Planning:Investment management only
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Location

11460 Tomahawk Creek Parkway, Suite 320, Leawood, KS, 66211

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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

Kenrick is an independent insurance agent for various companies. He is also a passive minority member of AHI Insurance Group, a property and casualty insurance agency, since 2016.

Employment History
Current Registrations
Quantum Financial Partners LLC
January 2006 - Present · 20 yrs 1 mo
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2005 - April 2006 · 1 yr 1 mo
Cambridge Investment Reserarch, INC.
October 2003 - March 2005 · 1 yr 5 mos
Wachovia Securities, LLC
July 2003 - October 2003 · 3 mos
Prudential Securities Incorporated
March 2002 - July 2003 · 1 yr 4 mos
State Registrations4 states
KSMONETX
Advisor
Exams
No exam information available for this advisor.
Kenrick H Moore - Financial Advisor | TrueAdvisor