Kenneth Hinkle
Kenneth Hinkle is a registered investment advisor at Kenneth Dean & CO Financial Advisory Services, based in Seal Beach, CA, with 9 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Kenneth Dean & Co offers investment management services for an annual fee that will not exceed 2% of the value of your portfolio. This fee is negotiable and is billed monthly. You can cancel your agreement within the first five business days without penalty. After that, either you or Kenneth Dean & Co can cancel with written notice.
Location
3020 Old Ranch Parkway, #300, Seal Beach, CA, 90740
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kenneth works as a mortgage broker for Mid City Mortgage. This takes about 10-20% of his time.
Employment History
Current Registrations
Kenneth Dean & CO Financial Advisory Services
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.