Kenneth
Waltzer
Kcs Wealth Advisory
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About this Advisor
Kenneth Waltzer is a certified financial planner and chartered financial analyst based in Los Angeles, California with a total of 9 years of industry experience. Waltzer is an advisor for Kcs Wealth Advisory. Over the course of their career, they have held roles at Kenfield Capital Strategies, Convergencehealth.Com, Convergencehealth, Inc, Kcs Wealth Advisory, Independent Financial Group LLC and Mutual Securities, Inc. Waltzer maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Kcs Wealth Advisory is an advisory firm headquartered in Los Angeles, CA. It controls $350 million in assets among its 954 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 954 accounts, 35% are held by high-net-worth clients who have more than $1 million in assets available to invest. Kcs Wealth Advisory provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advice largely are based on the financial services provided. Fees billed by Kcs Wealth Advisory most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kcs Wealth Advisory Brokerage Details
$349,656,033
8
954
$366,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Kenneth Waltzer Work History
Kenneth has been registered as a financial advisor for 9 years.*
Kcs Wealth Advisory
Mutual Securities, Inc
Independent Financial Group LLC
Kenfield Capital Strategies
Convergencehealth.Com
Convergencehealth, Inc
*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 Waltzer 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 Kcs Wealth Advisory
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Sherman Oaks, CA
Edmonds, WA
Los Angeles, CA
Los Angeles, 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.
