Kenneth
Waltzer

Kcs Wealth Advisory

CRD#4835120
Investment Advisor
in Los Angeles, CA
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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

Series 65, Series 63, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

21 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

11150 W. Olympic Blvd. Suite 790
Los Angeles, CA 90064

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Kcs Wealth Advisory Brokerage Details

Total Assets Under Management

$169,774,868

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

651

CA Average: 3,727
Average Account Size

$260,791

CA Average: $2,033,427

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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.

2015 - Present (4 years)

Mutual Securities, Inc

2013 - Present (6 years)

Kcs Wealth Advisory

2014 - 2015 (1 year)

Independent Financial Group LLC

2004 - 2015 (11 years)

Kenfield Capital Strategies

2000 - 2014 (14 years)

Convergencehealth.Com

1997 - 2014 (17 years)

Convergencehealth, Inc

Disclosures

Kenneth Waltzer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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