Kenneth
Reese

Bdfs Capital LLC

CRD#5929688
Investment Advisor
in Rehoboth Beach, DE

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About this Advisor

Kenneth Reese is a financial advisor based in Rehoboth Beach, Delaware, working with Bdfs Capital LLC. Kenneth has previously held positions at Guardian Life Insurance Company, Park Avenue Securities, Lpl Financial, LLC, Ms Howells & Co, Black Diamond Financial Solutions, Bdfs Capital LLC, and The Leaders Group Inc. Kenneth has passed the Series 66 regulatory exam and is registered to provide services in Delaware, Pennsylvania, and Texas. Currently, Kenneth is part of Bdfs Capital LLC, which operates out of Rehoboth Beach, Delaware. The firm has 6 employees and manages assets totaling $287.8 million. The firm 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, and selection of other advisers. The fee structure at Bdfs Capital LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

19409 Plantation Rd Bldg. 2 Unit 1
Rehoboth Beach, DE 19971

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Bdfs Capital LLC Brokerage Details

Total Assets Under Management

$287,773,935

DE Average: $20,326,190,483
Total Number of Employees

6

DE Average: 53
Total Number of Accounts

1,493

DE Average: 624
Average Account Size

$192,749

DE Average: $32,574,023

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kenneth Reese Work History

2022 - Present (3 years)

The Leaders Group Inc

2017 - Present (8 years)

Black Diamond Financial Solutions

2017 - Present (8 years)

Bdfs Capital LLC

2017 - 2022 (5 years)

Ms Howells & Co

2014 - 2017 (3 years)

Lpl Financial, LLC

2011 - 2017 (6 years)

Guardian Life Insurance Company

2011 - 2014 (3 years)

Park Avenue Securities

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Disclosures

Please visit the SEC profile of Kenneth Reese 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 Bdfs Capital LLC

Cameron Fitzgerald
Rehoboth Beach, DE
Derrick Diksa
Rehoboth Beach, DE
Mark Nehra
Rehoboth Beach, DE
Nathan Kibler
Rehoboth Beach, DE
Kenneth Reese
Rehoboth Beach, DE
Jeffrey Puglia
Rehoboth Beach, DE

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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