Kenneth
Painter

Strata Wealth Advisors, LLC

CRD#4362164
Investment Advisor
in Dallas, TX
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About this Advisor

Kenneth Painter is a certified financial planner who works in Dallas, Texas, who has been in the industry for 15 years. Painter is on the advisory team at Strata Wealth Advisors, LLC. The advisor has gained experience at Strata Wealth Advisors, LLC, Lincoln National Life Insurance Company, Lincoln Financial Advisors and Mutual Securities, Inc. Painter maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Strata Wealth Advisors, LLC is an advisory firm based out of Dallas, Texas. It manages $154 million in total assets among its 270 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 270 accounts, 16% belong to high-net-worth investors who have at least $1 million in assets. Strata Wealth Advisors, LLC offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees vary depending on which services the firm provides the client. However, fee types charged by Strata Wealth Advisors, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

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, Fixed Fees

Disclosures

Yes

Office Location

8750 N. Central Expressway, Suite 1875
Dallas, TX 75231

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Strata Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$154,000,000

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

4

TX Average: 49
Total Number of Accounts

270

TX Average: 2,315
Average Account Size

$570,370

TX Average: $1,314,358

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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 Painter Work History

Kenneth has 15 years of experience.

2017 - Present (2 years)

Strata Wealth Advisors, LLC

2017 - Present (2 years)

Mutual Securities, Inc

2003 - 2017 (14 years)

Lincoln National Life Insurance Company

2003 - 2017 (14 years)

Lincoln Financial Advisors

Disclosures

Kenneth Painter has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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