Kenneth
Dupre

Eide Bailly Advisors, LLC

CRD#6609436
Investment Advisor
in Minneapolis, MN

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About this Advisor

Kenneth Dupre is a certified financial planner and chartered financial consultant operating out of Minneapolis, Minnesota with a total of 3 years of industry experience. Dupre currently works for Eide Bailly Advisors, LLC. Over the course of their career, Dupre has held roles at Cetera Advisor Networks, Renaissance Financial, Charles Schwab Investment Management, Td Ameritrade, Raquette Lake Camps, Iowa Bike And Fitness, United Planners Financial Services A Limited Partnership and Eide Bailly Financial Services. Dupre maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Arizona, California, Iowa, Louisiana, Minnesota, North Dakota, South Dakota and Wisconsin. Eide Bailly Advisors, LLC is a company based out of Fargo, ND. The company has offices in nine locations and a total of 16 employees. It handles $1 billion in assets among its 2,361 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 2,361 accounts, 35% are held by high-net-worth clients who have at least $1 million in assets available to invest. Eide Bailly Advisors, LLC offers a number of services, such as 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 typically vary depending on which services the firm provides the client. However, fees charged by Eide Bailly Advisors, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

800 Nicollet Mall Suite 1300
Minneapolis, MN 55402

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Eide Bailly Advisors, LLC Brokerage Details

Total Assets Under Management

$1,226,838,951

MN Average: $301,464,358
Total Number of Employees

16

MN Average: 16
Total Number of Accounts

2,361

MN Average: 774
Average Account Size

$519,627

MN Average: $389,489

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 Dupre Work History

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

2020 - Present (4 years)

United Planners Financial Services A Limited Partnership

2020 - Present (4 years)

Eide Bailly Financial Services

2017 - 2019 (2 years)

Cetera Advisor Networks

2016 - 2017 (1 year)

Renaissance Financial

2016 - 2016 (< 1 year)

Charles Schwab Investment Management

2016 - 2016 (< 1 year)

Td Ameritrade

2015 - 2015 (< 1 year)

Raquette Lake Camps

2009 - 2017 (8 years)

Iowa Bike And Fitness

*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 Dupre 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 Eide Bailly Advisors, LLC

Austin Fields
Orem, UT
June Lonnquist
Mankato, MN
Ryan Spaude
Fargo, ND
Matthew Cawley
Denver, CO
Alphe Springer
Walnut Creek, CA
Jenna Johnson
Fargo, ND
Jill Klose
Fargo, ND
Kenneth Dupre
Minneapolis, MN

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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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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