KS
CFP
KS
CFP

Kenneth Stuckert

17 Years of Experience
New Berlin, WI
BrokerSells Insurance

Kenneth Stuckert is a CFP-designated registered investment advisor, based in New Berlin, WI, with 17 years of industry experience.

Location

15885 W. National Ave., Suite 100, New Berlin, WI, 53151

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kenneth is a partner at Financial Solutions, LLC, focusing on wealth management and financial planning full-time. He also prepares income taxes through his wife's company and owns rental properties, dedicating minimal time to each. Kenneth also sells life, disability, and long-term care insurance and is a member of a commercial real estate LLC, spending a few hours per week on each.

Employment History
Current Registrations
World Investments, LLC
June 2024 - Present · 1 yr 11 mos
World Investments, LLCBroker
June 2024 - Present · 1 yr 11 mos
World Investment Advisors, LLC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Royal Alliance Associates, INC.
November 2011 - March 2016 · 4 yrs 4 mos
Financial Solutions, LLC
May 2009 - October 2023 · 14 yrs 5 mos
Osaic Wealth, INC.Broker
January 2009 - June 2024 · 15 yrs 5 mos
State Registrations32 states
ALARAZCAFLGAHIIDILKSMAMIMNMOMSNCNENJNMNVNYOHORSCSDTNTXUTVAWAWIWY
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.