Kenneth
Kirkeby

Lombard Advisers Inc

CRD#1051705
Investment Advisor
in Baltimore, MD

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About this Advisor

Kenneth Kirkeby is a financial advisor who works in Baltimore, Maryland with a total of 3 years of relevant experience. Kirkeby is an advisor for Lombard Advisers Inc. Kirkeby has gained experience at Thornhill Securities, Inc, Private Client Services, Lombard Securities Inc and Lombard Advisers Inc. Kirkeby maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Lombard Advisers Inc is a registered investment company that has its headquarters in Baltimore, MD. The firm has offices in 21 locations and a total of 43 advisors. It controls $258 million in total assets between its 1,067 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 1,067 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. Lombard Advisers Inc provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely depend on which services the firm provides the client. Fees charged by Lombard Advisers Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1820 Lancaster St
Baltimore, MD 21231

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Lombard Advisers Inc Brokerage Details

Total Assets Under Management

$257,681,888

MD Average: $6,889,882,315
Total Number of Employees

43

MD Average: 45
Total Number of Accounts

1,067

MD Average: 765
Average Account Size

$241,501

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kenneth Kirkeby Work History

Kenneth has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lombard Securities Inc

2020 - Present (4 years)

Lombard Advisers Inc

2019 - 2020 (1 year)

Private Client Services

2009 - 2019 (10 years)

Thornhill Securities, Inc

*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 Kirkeby 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 Lombard Advisers Inc

Jon Dabareiner
Hardy, VA
Charles Jenkins
Baltimore, MD
Kamran Richard
Jennings, LA
Brent Kochel
Carbondale, IL
Percy Hundley
Newport News, VA
Frank Corto
York, PA
Richard Fogal
Baltimore, MD
Arthur Gallo
Baltimore, MD

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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