Hannah
Kennedy

Sowell Management

CRD#6636772
Investment Advisor
in Springdale, AR

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About this Advisor

Hannah Kennedy is an investment advisor whose office is in Springdale, Arkansas. Currently a registered financial advisor with Sowell Management, they have accumulated 10 years of experience in the financial advisory industry. Kennedy maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Kennedy is able to advise investors in Alabama, Arizona, Arkansas, California, Colorado, Illinois, Michigan, Nevada and Texas. During their career, the advisor has held roles at Arvest Wealth Management, Arvest Bank, Legacy National Bank, First Bank Of Colorado, Parker Landing, Rocky Vista College Of Osteopathic Medicine, Sowell Financial Services, LLC Dba Sowell Mgmt. Services, LLC, M. S. Howells & Co and New Wave Wealth Advisors. Sowell Management is based out of Springdale, Arkansas, and operates out of 49 other locations throughout the country. In aggregate, Sowell Management oversees $2 billion in assets throughout 10,321 client accounts and employs more than 161 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 10,170 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Sowell Management offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4700 S. Thompson St., Ste C-106
Springdale, AR 72764

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Sowell Management Brokerage Details

Total Assets Under Management

$2,175,877,943

AR Average: $880,205,985
Total Number of Employees

161

AR Average: 42
Total Number of Accounts

10,321

AR Average: 1,714
Average Account Size

$210,820

AR Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Hannah Kennedy Work History

Hannah has 10 years of experience.

2019 - Present (2 years)

Sowell Financial Services, LLC Dba Sowell Mgmt. Services, LLC

2019 - Present (2 years)

M. S. Howells & Co

2019 - Present (2 years)

New Wave Wealth Advisors

2018 - 2019 (1 year)

Arvest Wealth Management

2015 - 2017 (2 years)

Arvest Bank

2015 - 2015 (< 1 year)

Legacy National Bank

2012 - 2015 (3 years)

First Bank Of Colorado

2011 - 2012 (1 year)

Parker Landing

2010 - 2011 (1 year)

Rocky Vista College Of Osteopathic Medicine

Disclosures

Hannah Kennedy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Dawn Santoriello
North Little Rock, AR
Jessica Poynter
Little Rock, AR
Stanley Rapert
North Little Rock, AR
Miki Morrow
North Little Rock, AR
Lewis Partridge
Benton, AR
Chris Clark
North Little Rock, AR
Samuel Kornstein
Boston, MA
Marilyn Evans
Albuquerque, NM

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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