Ken Stern & Associates Inc

Investment Advisor
in San Diego, CA
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About this Advisor

Kenneth Stern is a certified financial planner located in San Diego, California. Currently a registered investment advisor with Ken Stern & Associates Inc, they have accumulated an impressive 23 years of practice as a registered advisor. Stern holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Stern can act as a financial advisor in California. Stern has gained experience at First Allied Securities, Inc, Asset Planning Solutions, Inc, Lido Advisors, Inc, 5X International, LLC, Aps Holdings, Inc, Ken Stern & Associates, Inc, Aps/Hill Street Partners, LLC, Lido Advisors, LLC and Investment Security Corporation. Ken Stern & Associates Inc is based out of San Diego, California. In aggregate, Ken Stern & Associates Inc manages $408 million in assets across 871 client accounts and retains nine staff members. The level of assets currently under the firm's management places it among the larger financial advisory firms in the nation. The firm manages 858 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 28% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Ken Stern & Associates Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

23 years



Office Location

3655 Nobel Dr. Suite 630
San Diego, CA 92122

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Kenneth Stern Work History

Kenneth has 23 years of experience.

2016 - Present (3 years)

Investment Security Corporation

2015 - Present (4 years)

Lido Advisors, LLC

2012 - Present (7 years)

Aps/Hill Street Partners, LLC

2008 - Present (11 years)

5X International, LLC

2001 - Present (18 years)

Aps Holdings, Inc

1998 - Present (21 years)

Ken Stern & Associates, Inc

1995 - Present (24 years)

Asset Planning Solutions, Inc

2015 - 2015 (< 1 year)

Lido Advisors, Inc

2014 - 2015 (1 year)

Lido Advisors, Inc

2002 - 2014 (12 years)

First Allied Securities, Inc


Kenneth Stern has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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