KW
CFP
KW
CFP

Kenneth Weiss

9 Years of Experience
Farmington Hills, MI
BrokerSells Insurance

Kenneth Weiss is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Farmington Hills, MI, with 9 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

30833 Northwestern Hwy Ste 125, Farmington Hills, MI, 48334

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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 ActivitiesSells Insurance

Kenneth is a financial planner with David A. Jaffa and Company (DBA: Financial Networks), dedicating full-time hours to this role. He also works as an insurance agent selling life, disability, annuities, and long-term care products with various companies, but spends minimal time on this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
August 2016 - Present · 10 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
October 2016 - June 2023 · 6 yrs 8 mos
State Registrations14 states
AZCAFLGAILMIMNNCNYOHORSCTXWI
AdvisorBrokerBoth

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 Weiss - Financial Advisor | TrueAdvisor