Kenzie
Applegate
Root Financial Partners
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About this Advisor
Kenzie Applegate is a financial advisor based in Solana Beach, California, working with Root Financial Partners. Kenzie has previously held positions at David D. Sloat Junior High School, Coweta High School, Kansas State University, Gorfam Marketing, Colbert Hills Golf Course, Goodwill Industries Of Kansas, Poshmark, Doordash, Keen Wealth Advisors, and Root Financial Partners. Kenzie has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Kenzie is part of Root Financial Partners, which operates out of Solana Beach, California. The firm has 15 employees and manages assets totaling $399.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Root Financial Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Root Financial Partners Brokerage Details
$399,221,544
15
1,229
$324,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kenzie Applegate Work History
Root Financial Partners
Keen Wealth Advisors
Goodwill Industries Of Kansas
Keen Wealth Advisors
Colbert Hills Golf Course
Kansas State University
Doordash
Poshmark
Gorfam Marketing
Coweta High School
David D. Sloat Junior High School
Disclosures
Please visit the SEC profile of Kenzie Applegate 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 Root Financial Partners
Phoenix, AZ
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
Mckinney, TX
Solana Beach, CA
Leesburg, VA
Knoxville, TN
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