Kenneth
Bollinger
Wealthshield Partners, LLC
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About this Advisor
Kenneth Bollinger is a certified financial planner based in Cary, North Carolina who has 6 years of industry experience. Bollinger is currently employed by Wealthshield Partners, LLC. Throughout their career, Bollinger has worked at Raymond James & Associates, Emerald Investment Partners, LLC, Niagara International Capital Limited and Principal Financial Company. Bollinger has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in North Carolina. Wealthshield Partners, LLC is a business operating out of Cary, NC. The investment advisory business has offices in nine locations and a total of 29 people on staff. It has $902 million in assets under management between its 1,129 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 1,129 accounts, 16% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a broad range 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. Financial management fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Wealthshield Partners, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthshield Partners, LLC Brokerage Details
$901,663,737
29
1,129
$798,639
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 Bollinger Work History
Kenneth has been registered as a financial advisor for 6 years.*
Emerald Investment Partners, LLC
Niagara International Capital Limited
Principal Financial Company
Raymond James & Associates
*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 Bollinger 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 Wealthshield Partners, LLC
Cary, NC
Cary, NC
Cary, NC
Raleigh, NC
Cary, NC
Raleigh, NC
Chatham, NJ
Greenville, SC
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.
