Kenneth Flannery
Kenneth Flannery is a CFP-designated registered investment advisor at Gentian Financial, INC., based in Mequon, WI, with 20 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Gentian Financial charges flat fees for financial planning and investment consulting services, ranging from $250 to $25,000, depending on the scope of advice, the nature and number of investments, the amount of research required, and the number of reports requested. For limited circumstances, an hourly fee may be available, ranging from $150 to $300 per hour.
Location
12740 North River Road, Mequon, WI, 53092
Get directionsHistory
Regulatory History (1)
Criminal
August 2002Other Business ActivitiesSells Insurance
Kenneth refers clients to Compass Benefit Specialists for health insurance and Medicare Supplements, splitting commissions. He also works for Gentian Financial as an advisor and in a support role, dedicating about half of his time to each.
Employment History
Current Registrations
Gentian Financial, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
B. C. Ziegler and CompanyBroker
State Registrations39 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.