Kenneth Koerner is a CFP-designated registered investment advisor, based in Schaumburg, IL, with 14 years of industry experience.
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is a managing member of Koerner Wealthcare, LLC, providing financial services to clients, dedicating about a quarter of his time. He also recommends and educates clients regarding equity-indexed annuities, spending minimal time on this activity, and is an advisor/member of DEKH Investments, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations10 states
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