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, who has been in the industry for 21 years. Waltzer works at Kcs Wealth Advisory. During their career, the advisor has held roles at Kenfield Capital Strategies, Convergencehealth.Com, Convergencehealth, Inc, Kcs Wealth Advisory, Independent Financial Group LLC and Mutual Securities, Inc. Waltzer holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Kcs Wealth Advisory is an advisory company headquartered in Los Angeles, California. It has a total of eight advisors. It manages $170 million in assets between its 561 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 561 customer accounts, 18% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Kcs Wealth Advisory has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services are based on the services offered. However, fees billed by Kcs Wealth Advisory likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kcs Wealth Advisory Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kenneth Waltzer Work History
Kenneth has 21 years of experience.
Mutual Securities, Inc
Kcs Wealth Advisory
Independent Financial Group LLC
Kenfield Capital Strategies
Kenneth Waltzer has no disclosures.
Please visit their SEC profile for more details.