Kenneth Kline
Kenneth Kline is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Junction, CO, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2764 Compass Dr, Suite 233, Grand Junction, CO, 81506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is the owner of Kline Wealth Management, dedicating minimal time to it. He also works as a financial advisor for Oak Crest Advisors, dedicating about half of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 states
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