KH
KH

Kenna Hesseling

23 Years of Experience
Wilmington, OH
Broker

Kenna Hesseling is a registered investment advisor at LPL Financial LLC, based in Wilmington, OH, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1243 Rombach Ave, Wilmington, OH, 45177

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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 Activities

Kenna operates her LPL business under the DBA LCNB Investment Services since 2020. This activity is investment-related and takes up all of Kenna's time.

Employment History
Current Registrations
LPL Financial LLC
April 2020 - Present · 6 yrs 1 mo
LPL Financial LLCBroker
April 2020 - Present · 6 yrs 1 mo
LPL Financial LLC
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2013 - April 2020 · 6 yrs 9 mos
Raymond James Financial Services, INC.Broker
July 2013 - April 2020 · 6 yrs 9 mos
Infinex Investments, INC.
September 2011 - July 2013 · 1 yr 10 mos
Infinex Investments, INC.Broker
October 2010 - July 2013 · 2 yrs 9 mos
The Huntington Investment CompanyBroker
November 2002 - October 2010 · 7 yrs 11 mos
State Registrations17 states
CACOFLGAINKYMIMTNCNHNYOHORPASCTXVT
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.