Kenneth
Connally
Summit Financial, LLC
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About this Advisor
Kenneth Connally is a financial advisor based in Fort Collins, Colorado, working with Summit Financial, LLC. Kenneth has previously held positions at T.D. Ameritrade, Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc, Facet Wealth, and Summit Financial, LLC. Kenneth has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and New Jersey. Currently, Kenneth is part of Summit Financial, LLC, which operates out of Fort Collins, Colorado. The firm has 40 offices and 236 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and 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 Summit Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$8,015,765,521
236
13,712
$584,580
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kenneth Connally Work History
Summit Financial, LLC
Facet Wealth
Charles Schwab & Co., Inc
Fidelity Brokerage Services LLC
T.D. Ameritrade
Disclosures
Please visit the SEC profile of Kenneth Connally 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 Summit Financial, LLC
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Adelphia, NJ
Parsippany, NJ
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Parsippany, NJ
Leesburg, VA
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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