Kenneth Richardson
Kenneth Richardson is a registered investment advisor at LPL Financial LLC, based in Ronan, MT, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
11 E. Main St, Ronan, MT, 59864
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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 ActivitiesSells Insurance
Kenneth operates Stonefly Financial LLC as a DBA for his LPL business, dedicating about a quarter of his time. He also manages Apple Blossom LLC for tax/investment purposes, spends minimal time on real estate rental through Flathead Consulting Group LLC, and dedicates a few hours per week to non-variable insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Waddell & Reed
Waddell & ReedBroker
State Registrations20 states
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