KW
KW

Kenneth Wang

18 Years of Experience
Bothell, WA
Broker

Kenneth Wang is a registered investment advisor, based in Bothell, WA, with 18 years of industry experience.

Location

22232 17th Avenue Se, Suite 310, Bothell, WA, 98021

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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

Kenneth manages personal real estate investments through Covenant Prosperity LLC and acts as a referring financial advisor for Pacific Crest Financial Services, LLC. He also owns KCW Accountancy Corporation, a CPA firm providing accounting and tax services, dedicating nearly full-time hours to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
November 2007 - October 2019 · 11 yrs 11 mos
1st Global Capital CORP.Broker
November 2007 - October 2019 · 11 yrs 11 mos
State Registrations4 states
CAMATNWA
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.
Kenneth Wang - Financial Advisor | TrueAdvisor