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Michael Kennedy

16 Years of Experience
Winter Haven, FL
Broker

Michael Kennedy is a registered investment advisor, based in Winter Haven, FL, with 16 years of industry experience.

Location

1950 Cypress Gardens Blvd, Suite C, Winter Haven, FL, 33884

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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

Michael owns and controls the website irastrategy.com and is the owner/proprietor of Haven Real Estate LLC, which is currently inactive. He is also the CEO of Horizon Wealth Planning LLC, dedicating about half of his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2023 - Present · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
November 2023 - Present · 2 yrs 10 mos
Previous Registrations
Edward Jones
September 2009 - November 2023 · 14 yrs 2 mos
Edward JonesBroker
September 2009 - November 2023 · 14 yrs 2 mos
State Registrations28 states
ALARAZCACOCTFLGAILINKYMAMDMEMIMNMOMSNCNYOHPASCTXVAVTWIWV
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.
Michael Kennedy - Financial Advisor | TrueAdvisor