Kenneth Baize
Kenneth Baize is a registered investment advisor at LPL Financial LLC, based in Louisville, KY, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8134 New La Grange Rd Ste 202, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Kenneth operates his LPL business through Wealthline Financial Advisors since 2019. He also works as an insurance agent for multiple companies, selling various insurance products and dedicating a few hours per week to each. Kenneth also works as a sales rep for LegalShield, dedicating minimal time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
American Equity Investment CorporationBroker
American Capital Management, INC.
Waddell & ReedBroker
Waddell & Reed
Allstate Financial Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 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.