Kenneth Kalk is a registered investment advisor at Wealthplan Partners, based in Onalaska, WI, with 9 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,711 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range between 0.01% and 2.00% depending on portfolio size, services rendered, and complexity. Fees are negotiable.
Fee Estimator
Location
635 2nd Ave S, Onalaska, WI, 54650
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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 owns K9 Kisses, LLC, a dog sitting business, dedicating a few hours per week. He also works full-time as a financial advisor for Wealth Plan, which overlaps with his duties at Osaic Wealth.
Employment History
Current Registrations
Wealthplan Partners
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Mwa Financial Services INC.Broker
State Registrations3 states
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
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