Kenneth
Hagel

Crown Capital Securities, L.P

CRD#1922222
Investment Advisor
in Kennewick, WA

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About this Advisor

Kenneth Hagel is a financial advisor who works out of Kennewick, Washington with 23 years of relevant experience. Hagel is an advisor for Crown Capital Securities, L.P. During their career, the advisor has held roles at Crown Capital Securities, Lp and Noble Wealth Management. Hagel maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Crown Capital Securities, L.P is an advisory firm that has its headquarters in Orange, CA. The firm has offices in 93 locations and a total of 164 employees. It controls $1 billion in total assets between its 5,654 customer accounts, placing it among the larger firms in the United States by assets under management. The firm provides services to 27 charities and foundations. Of its 5,654 client accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets. Crown Capital Securities, L.P offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Crown Capital Securities, L.P can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

23 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Kennewick, WA

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Crown Capital Securities, L.P Brokerage Details

Total Assets Under Management

$1,223,108,240

WA Average: $7,578,581,321
Total Number of Employees

164

WA Average: 43
Total Number of Accounts

5,654

WA Average: 3,727
Average Account Size

$216,326

WA Average: $2,033,427

Investment Advisory Services

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

Kenneth Hagel Work History

Kenneth has been registered as a financial advisor for 23 years.*

2015 - Present (9 years)

Noble Wealth Management

1999 - Present (25 years)

Crown Capital Securities, Lp

*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 Hagel 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 Crown Capital Securities, L.P

Austin Moherman
Costa Mesa, CA
William Hauenstein
Orange, CA
Lawrence Davis
Florence, AZ
Matthew Sessa
Lancaster, CA
Joseph Dipasquale
Glastonbury, CT
Evan Hayashi
Portland, OR
Sean Carder
Chesterfield, MO
Jeffrey Barlow
Santa Ana, CA

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.

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