KB
ChFC
KB
ChFC

Kenneth Bennett

11 Years of Experience
Lynchburg, VA

Kenneth Bennett is a ChFC-designated registered investment advisor at Kenneth Dean Bennett, based in Lynchburg, VA, with 11 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

All Things Financial does not manage investments or recommend specific investments. They provide education and advice on asset allocation based on your goals and risk tolerance. They will review your existing investments to ensure they align with your goals.

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Location

Lynchburg, VA

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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 partner in Properties Unlimited LLC, managing a residential condo for about an hour per month. He is also a partner in Wellness by Design LLC, which sells a nutritional product, dedicating a few hours per week to administrative functions and support.

Employment History
Current Registrations
Kenneth Dean Bennett
September 2014 - Present · 11 yrs 8 mos
State Registrations1 state
VA
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.
Kenneth Bennett - Financial Advisor | TrueAdvisor