Kenneth
Shotsberger
Equitable Advisors, LLC
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About this Advisor
Kenneth Shotsberger is a financial advisor based out of Deerfield, Illinois, who has 6 years of industry experience. Shotsberger works at Equitable Advisors, LLC. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Valic Financial Advisors, Inc, Allstate Insurance Co, Axa Advisors, LLC and Equitable Advisors, LLC. Shotsberger maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to work in Hawaii and Illinois. Equitable Advisors, LLC is a registered investment firm that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 employees. It oversees $25 billion in assets across its 75,222 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 177 charitable organizations. Of its 75,222 accounts, 42% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Equitable Advisors, LLC has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on the type of financial services. However, fees charged by Equitable Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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
- Educational seminars/workshops
Kenneth Shotsberger Work History
Kenneth has been registered as a financial advisor for 6 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
Valic Financial Advisors, Inc
Allstate Insurance Co
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenneth Shotsberger 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 Equitable Advisors, LLC
Mount Pleasant, SC
New York, NY
Trussville, AL
Stamford, CT
Shelton, CT
Falls Church, VA
Selma, AL
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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