Kenneth Wilkinson
Kenneth Wilkinson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kalispell, MT, with 50 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
25 2nd Avenue West, Kalispell, MT, 59901
Get directionsHistory
Regulatory History (5)
Regulatory
June 1991Customer Dispute
May 1989Customer Dispute
April 1988Customer Dispute
February 1985Criminal
December 1966Other Business Activities
Kenneth is an officer and president of Freedom Tax Service, where he prepares and e-files tax returns. He also owns Kenneth J Wilkinson & Associates, which provides administrative support for his Raymond James business, and The Financial Planning Company Inc., which is used as a conduit for other activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
The Financial Planning Company, INC
Dain Bosworth IncorporatedBroker
Boettcher & Company, INC.Broker
Foster & Marshall INC.Broker
State Registrations19 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.