KS
KS

Kenneth Schrauben

12 Years of Experience
Grand Blanc, MI
1 DisclosureSells Insurance

Kenneth Schrauben is a registered investment advisor at Retirement Capital Services LLC, based in Grand Blanc, MI, with 12 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 63 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
63 clients
Average Client Portfolio
$164K average
Assets Under Management
$10.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Fees are negotiable.

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

Location

8273 S. Saginaw St, Suite A, Grand Blanc, MI, 48439

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 1997
Final Disposition
Other Business ActivitiesSells Insurance

Kenneth owns Equity Pro Shop LLC, a rental real estate business, since 2020 and spends minimal time on it as a landlord. Kenneth also receives compensation from the sale of insurance products including life, health, and annuity products, and owns real estate investments.

Employment History
Current Registrations
Retirement Capital Services LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Horter Investment Management, LLC
August 2017 - August 2022 · 5 yrs
Research Money Management, LLC
January 2014 - December 2017 · 3 yrs 11 mos
Horter Investment Management, LLC
April 2013 - January 2014 · 9 mos
State Registrations1 state
MI
Advisor

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.