KW
KW

Kenneth Wolber

13 Years of Experience
Seguin, TX
Broker

Kenneth Wolber is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Seguin, TX, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

201 S River, Seguin, TX, 78155

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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

Kenneth is a full-time Raymond James financial advisor working as an employee of Andrew Koenig & Co. He also serves as treasurer for the Ducks Unlimited Seguin Chapter, dedicating minimal time to managing their accounts.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2020 - Present · 6 yrs
Previous Registrations
USAA Investment Services Company
June 2016 - June 2020 · 4 yrs
USAA Investment Management CompanyBroker
June 2016 - June 2020 · 4 yrs
USAA Financial Planning Services
February 2014 - July 2016 · 2 yrs 5 mos
USAA Financial Advisors, INC.Broker
November 2012 - July 2016 · 3 yrs 8 mos
State Registrations13 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.