Kenneth Sedlock
Kenneth Sedlock is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in San Antonio, TX, with 24 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
100 NE Loop 410, Ste. 1085, San Antonio, TX, 78216
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Regulatory History
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 owns Range Cabinetry, a construction/labor business, and is the founder of Sequel Financial Group, an insurance/benefits/human resources company, each taking minimal time. He also works full-time as an advisory representative of an RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations20 states
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