Kenny
Goldner
Asset Allocation Strategies, LLC
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About this Advisor
Kenny Goldner is a financial advisor who works out of South Haven, Michigan with a total of 4 years of relevant experience. Goldner is an employee of Asset Allocation Strategies, LLC. Over the course of their career, they have held roles at Jersey Mike'S Subs, Service Titan, The Los Angeles Recording School, Glp Investment Services, LLC, Asset Allocation Strategies, LLC and Glp & Associates, LLC. Goldner has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado, Illinois, Indiana, Michigan and Ohio. Asset Allocation Strategies, LLC is a firm that has its headquarters in Farmington, MI. The firm has offices in 25 locations and a total of 37 advisors. It controls $451 million in assets between its 3,541 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 3,541 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees typically are based on the services provided. However, fees billed by Asset Allocation Strategies, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Asset Allocation Strategies, LLC Brokerage Details
$451,292,203
37
3,541
$127,448
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kenny Goldner Work History
Kenny has been registered as a financial advisor for 4 years.*
Asset Allocation Strategies, LLC
Glp Investment Services, LLC
Glp & Associates, LLC
Service Titan
Jersey Mike'S Subs
The Los Angeles Recording School
*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 Kenny Goldner 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 Asset Allocation Strategies, LLC
Farmington, MI
Frisco, TX
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
South Haven, MI
Farmington, MI
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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