Kenneth Basel
Kenneth Basel is a CFP-designated registered investment advisor at Stepping Stone Advisors, LLC, based in Superior Township, MI, with 11 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, Investment Management, and 2 more. Their firm serves 9 clients with $540K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included at no additional fee for clients utilizing ongoing comprehensive financial planning.
Location
Superior Township, MI
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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.
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Kenneth is employed as a Personal Financial Counselor by the Department of Defense, dedicating about half of his time to this role. This activity is not investment-related.
Employment History
Current Registrations
Stepping Stone Advisors, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Primerica Advisors
PFS Investments INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations2 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.