KC
ChFC
KC
ChFC

Kenneth Cohen

48 Years of Experience
St. Louis, MO
Broker

Kenneth Cohen is a ChFC-designated registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, with 48 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,628 clients with $630M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
62 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$385K average
Assets Under Management
$626.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

The annual fee and assets under management levels are negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105

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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 Activities

Kenneth is involved in several outside business activities, including passive real estate investment, serving as a Big Brother for Big Brother Big Sister (dedicating minimal time), and acting as an investor in Nanopore Diagnostics and Diversified Real Estate Group. He also volunteers as a foster child advocate for Voices for Children, spending a few hours per week.

Employment History
Current Registrations
Huntleigh Advisors, INC.
December 2016 - Present · 9 yrs 5 mos
Huntleigh Securities CorporationBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Datatex Investment Services INC
December 2016 - March 2023 · 6 yrs 3 mos
K. W. Chambers & CO.Broker
December 2016 - December 2021 · 5 yrs
Umb Financial Services, INC.
July 2008 - November 2016 · 8 yrs 4 mos
Umb Financial Services, INC.Broker
July 2008 - November 2016 · 8 yrs 4 mos
Moloney Securities CO., INC.Broker
January 2008 - July 2008 · 6 mos
Rt Jones Capital Equities INC
July 2004 - July 2008 · 4 yrs
R.T. Jones Capital Equities, INC.Broker
July 2004 - July 2008 · 4 yrs
Walnut Street Securities, INC.Broker
July 2003 - July 2004 · 1 yr
Hancock Securities Group, LLCBroker
March 2003 - July 2003 · 4 mos
Ascensus Securities CORP.Broker
November 1998 - January 2001 · 2 yrs 2 mos
Cutter & Company, INC.
March 1996 - July 2003 · 7 yrs 4 mos
Cutter & Company, INC.Broker
February 1996 - July 2003 · 7 yrs 5 mos
Charlotte S. Cohen & Company, INC.Broker
March 1995 - February 1996 · 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 1988 - January 1995 · 6 yrs 2 mos
Rowland, Simon & CO.Broker
February 1988 - November 1988 · 9 mos
I.M. Simon & CO., INC.Broker
May 1984 - February 1988 · 3 yrs 9 mos
Manequity, INC.Broker
January 1982 - June 1984 · 2 yrs 5 mos
General American Life Insurance CompanyBroker
May 1979 - November 1983 · 4 yrs 6 mos
New York Life Variable Contracts CorporationBroker
October 1977 - February 1979 · 1 yr 4 mos
State Registrations7 states
AZCOFLILMONCOH
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.