Kenneth
Blattenbauer

Kingstone Capital Partners Texas, LLC

CRD#5364643
Investment Advisor
in Frisco, TX

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About this Advisor

Kenneth Blattenbauer is a financial advisor based in Frisco, Texas, working with Kingstone Capital Partners Texas, LLC. Kenneth has previously held positions at Advanced Practice Advisors, Kingstone Capital Partners Texas, LLC, Kingstone Partners Holdings 1 LLC, Midland National Life Insurance Co, Emerson Equity LLC, Kb Squared Investments, LLC, Kingstone Insurance Company, Firethorn Alternative Equity LLC, and Firethorn Investment Advisory LLC. Kenneth has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California, Colorado, Florida, Minnesota, Texas, and Wisconsin. Currently, Kenneth is part of Kingstone Capital Partners Texas, LLC, which operates out of Frisco, Texas. The firm has 3 offices and 8 employees. The firm manages assets totaling $145.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Kingstone Capital Partners Texas, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6160 Warren Parkway Suite 100
Frisco, TX 75034

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Kingstone Capital Partners Texas, LLC Brokerage Details

Total Assets Under Management

$145,300,092

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

463

TX Average: 2,315
Average Account Size

$313,823

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Kenneth Blattenbauer Work History

2023 - Present (1 year)

Firethorn Alternative Equity LLC

2023 - Present (1 year)

Firethorn Investment Advisory LLC

2019 - Present (5 years)

Kb Squared Investments, LLC

2017 - Present (7 years)

Kingstone Insurance Company

2015 - Present (9 years)

Kingstone Capital Partners Texas, LLC

2015 - Present (9 years)

Kingstone Partners Holdings 1 LLC

2015 - Present (9 years)

Midland National Life Insurance Co

2016 - 2019 (3 years)

Emerson Equity LLC

2013 - 2015 (2 years)

Advanced Practice Advisors

Disclosures

Please visit the SEC profile of Kenneth Blattenbauer 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 Kingstone Capital Partners Texas, LLC

Sean Carter
Littleton, CO
Ike Ekeh
La Jolla, CA
Gustavo Delafuente
Frisco, TX
Kaili Purviance
Frisco, TX
Hannah Ellis
Frisco, TX
Erik Morin
Littleton, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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