Kenneth Horseman
Kenneth Horseman is a registered investment advisor at LPL Financial LLC, based in Chesterfield, MO, with 15 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
16091 Swingley Ridge Rd Ste110, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History (1)
Criminal
June 2000Other Business ActivitiesSells Insurance
Kenneth has an insurance agency since 2017. He also operates under the DBAs Cornerstone Wealth Services, Horseman Wealth Management, and Cornerstone Wealth Portfolios for his LPL business, dedicating about half his time to Cornerstone Wealth Services and Cornerstone Wealth Portfolios, and nearly full-time hours to Horseman Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations8 states
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
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