Kenneth
Downer

Kenneth Frenke & Co

CRD#4480846
Investment Advisor
in Arden, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kenneth Downer is a certified financial planner based in Arden, North Carolina with a total of 15 years of industry experience. Downer is currently employed by Kenneth Frenke & Co. They have spent their entire time as a financial advisor at Kenneth Frenke & Co. Downer has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Florida, Georgia and North Carolina. Kenneth Frenke & Co is a registered investment business that has its headquarters in Arden, NC. It has offices in two locations and just three people on staff. It handles $153 million in total assets between its 669 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 669 accounts, 82% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually vary depending on the financial services provided. Fees charged by Kenneth Frenke & Co likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

15 Loop Road Suite 105
Arden, NC 28704

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Kenneth Frenke & Co Brokerage Details

Total Assets Under Management

$153,201,627

NC Average: $3,625,019,099
Total Number of Employees

3

NC Average: 22
Total Number of Accounts

669

NC Average: 1,917
Average Account Size

$229,001

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Kenneth Downer Work History

Kenneth has been registered as a financial advisor for 15 years.*

2007 - Present (17 years)

Kenneth Frenke & Co

*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 Downer 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 Kenneth Frenke & Co

Kenneth Downer
Arden, NC
Ronald Zimmerman
Atlanta, GA
Kenneth Frenke
Arden, NC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started