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Kenneth Stillings

14 Years of Experience
Lafayette, IN
1 DisclosureBroker

Kenneth Stillings is a registered investment advisor at Larson Financial Group, LLC, based in Lafayette, IN, with 14 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 4,961 clients with $5.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
4,961 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5M+0.70%

Fees for assets over $5,000,000 are negotiable. Other specialized programs may charge up to 2.25% and a $600 annual service fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Lafayette, IN

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History

Regulatory History (1)
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Customer Dispute
January 2020
Settled
Other Business Activities

Kenneth coaches an 8th grade girls basketball team and owns LafayetteLeasing, LLC, a video game truck rental business. He also works for DoorDash delivering food, dedicating minimal time to this activity.

Employment History
Current Registrations
Larson Financial Group, LLC
July 2012 - Present · 14 yrs 3 mos
Larson Financial Securities, LLC
June 2012 - Present · 14 yrs 4 mos
Larson Financial Securities, LLCBroker
June 2012 - Present · 14 yrs 4 mos
State Registrations46 states
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWV
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.
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