Kenneth
Shedleski
Tcfg Investment Advisors, LLC
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About this Advisor
Kenneth Shedleski is a financial advisor who works in Lewisburg, Pennsylvania with 1 year of industry experience. Shedleski is an employee of Tcfg Investment Advisors, LLC. Their career trajectory has included roles at Mount Carmel Area High School, Shedleski Family Lmt Partnership, Questar Asset Management, Sterne Agee, Mass Mutual Life Insurance Company, Metlife Securities Inc and Mml Investors Services, LLC. Shedleski has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Tcfg Investment Advisors, LLC is a company based in Laguna Niguel, CA. The company has offices in 25 locations and a total of 33 employees. It controls $451 million in assets under management between its 2,294 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 2,294 accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually are based on which services the firm provides the client. However, fees billed by Tcfg Investment Advisors, LLC likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tcfg Investment Advisors, LLC Brokerage Details
$450,525,673
33
2,294
$196,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kenneth Shedleski Work History
Kenneth has been registered as a financial advisor for 1 years.*
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Mount Carmel Area High School
Shedleski Family Lmt Partnership
Metlife Securities Inc
Sterne Agee
Questar Asset Management
*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 Shedleski 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 Tcfg Investment Advisors, LLC
Laguna Niguel, CA
La Habra, CA
Manitowoc, WI
Camarillo, CA
Laguna Niguel, CA
Laguna Niguel, CA
Round Hill, VA
Omaha, NE
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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