Kenneth Shotsberger
Kenneth Shotsberger is a registered investment advisor at Victory Financial, based in Park Ridge, IL, with 13 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,003 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.25% to 2.00% depending on portfolio size, composition, and services rendered. Third-party manager fees and platform fees may apply.
Fee Estimator
Location
Park Ridge, IL
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2025Employment Separation After Allegations
April 2024Other Business Activities
Kenneth is a minority, silent partner and investor in Greenbuild Capital, LLC, a real estate property. He spends minimal time on this activity.
Employment History
Current Registrations
Victory Financial
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Allstate Financial Services, LLCBroker
VALIC Financial Advisors, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.
Exams
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