Kenneth
Cranstone
Integris Wealth Management, LLC
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About this Advisor
Kenneth Cranstone is a certified financial planner working in Monterey, California, who has 3 years of industry experience. Cranstone is currently employed by Integris Wealth Management, LLC. Cranstone has gained experience at Genovese Burford & Brothers, Brown Brothers Harriman, Colorado State University, Northwestern Mutual, Full Time Student, Royal Alliance Associates and Integris Wealth Management. Cranstone has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Integris Wealth Management, LLC is a financial advisory firm headquartered in Monterey, CA. It handles $488 million in assets under management across its 865 client accounts, placing it among the larger firms in the country by assets under management. The firm serves seven charities and foundations. Of its 865 accounts, 71% belong to high-net-worth investors who have more than $1 million in assets. The firm has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees largely are based on the services. Fee types billed by Integris Wealth Management, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integris Wealth Management, LLC Brokerage Details
$488,320,916
15
865
$564,533
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kenneth Cranstone Work History
Kenneth has been registered as a financial advisor for 3 years.*
Integris Wealth Management
Royal Alliance Associates
Genovese Burford & Brothers
Brown Brothers Harriman
Northwestern Mutual
Colorado State University
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenneth Cranstone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integris Wealth Management, LLC
Louisburg, NC
Monterey, CA
Monterey, CA
Monterey, CA
Monterey, CA
Monterey, CA
Monterey, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
