JK
CFP · ChFC
JK
CFP · ChFC
Joshua Kendall
12 Years of Experience
Parker, CO
1 Disclosure
Joshua Kendall is a CFP, ChFC-designated registered investment advisor at Kayne Anderson Rudnick Investment Management, LLC, based in Parker, CO, with 12 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 24,735 clients with $39B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
24,735 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$39.4B
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable. Minimum annual fee of $10,000 applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Parker, CO
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2023Closed-No Action
Employment History
Current Registrations
Kayne Anderson Rudnick Investment Management, LLC
November 2025 - Present · 11 mos
Previous Registrations
Mariner Wealth
December 2021 - October 2025 · 3 yrs 10 mos
Bancwest Investment Services, INC. (bwis)
November 2020 - December 2021 · 1 yr 1 mo
Bancwest Investment Services, INC.Broker
November 2020 - December 2021 · 1 yr 1 mo
Advice and Planning Services
November 2017 - November 2020 · 3 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2017 - November 2020 · 3 yrs 1 mo
Griffin Capital Securities, LLCBroker
June 2016 - October 2017 · 1 yr 4 mos
Deutsche Am Distributors, INC.Broker
June 2015 - June 2016 · 1 yr
Thrivent Investment Management INC.
November 2013 - June 2015 · 1 yr 7 mos
Thrivent Investment Management INC.Broker
October 2013 - June 2015 · 1 yr 8 mos
State Registrations2 states
CACO
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.
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