Kenneth
Atkinson

Usaa Investment Services Company

CRD#6185912
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Kenneth Atkinson is a financial advisor based in Colorado Springs, Colorado, working with Usaa Investment Services Company. Kenneth has previously held positions at Modern Woodmen Of America, Mwa Financial Services, Henssler Financial, Usaa Investment Services Company, Usaa Life Insurance Company, Cherokee Focus, and Spicer Consulting Group. Kenneth has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Kenneth is part of Usaa Investment Services Company, which operates out of Colorado Springs, Colorado. The firm has 13 offices and 154 employees. The firm serves high-net-worth clients and offers services including financial planning services and other services. The fee structure at Usaa Investment Services Company includes other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Other

Fee Structure

Others

Office Location

1855 Telstar Drive
Colorado Springs, CO 80920

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Usaa Investment Services Company Brokerage Details

Total Number of Employees

154

CO Average: 49

Investment Advisory Services

  • Financial planning services
  • Other

Kenneth Atkinson Work History

2024 - Present (0 year)

Usaa Investment Services Company

2022 - Present (2 years)

Usaa Life Insurance Company

2018 - 2019 (1 year)

Spicer Consulting Group

2015 - 2017 (2 years)

Cherokee Focus

2014 - 2015 (1 year)

Henssler Financial

2013 - 2014 (1 year)

Mwa Financial Services

2012 - 2014 (2 years)

Modern Woodmen Of America

Disclosures

Please visit the SEC profile of Kenneth Atkinson 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 Usaa Investment Services Company

James Muir
San Antonio, TX
Mary Stork
San Antonio, TX
Oluseun Ekunwe
Plano, TX
David York
Phoenix, AZ
Dhaval Desai
Tampa, FL
Alexander Greanias
Tampa, FL
Rodolfo Casias
San Antonio, TX
Bobi Williams
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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