Samantha
Kennedy
Mainsail Financial Group
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About this Advisor
Samantha Kennedy is a certified financial planner who works in Bellevue, Washington with 1 year of relevant experience. Kennedy is currently employed by Mainsail Financial Group. The advisor has gained experience at Pacific Lutheran University, Cambridge Management, Amazon, Richard Branchflower - Self Employed, Global View Capital Insurance, LTD, Global View Capital Management, LTD, Cambridge Managment, Inc, Global View Capital Advisors, LTD, Mainsail Financial Group and Commonwealth Financial Network. Kennedy has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas and Washington. Mainsail Financial Group is a financial advisory firm based out of Bellevue, WA. It handles $114 million in assets among its 600 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 600 accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice largely are based on which services the firm provides the client. However, fee types billed by Mainsail Financial Group may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mainsail Financial Group Brokerage Details
$113,599,762
7
600
$189,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Samantha Kennedy Work History
Samantha has been registered as a financial advisor for 1 years.*
Mainsail Financial Group
Commonwealth Financial Network
Mainsail Financial Group
Commonwealth Financial Network
Cambridge Managment, Inc
Richard Branchflower - Self Employed
Global View Capital Insurance, LTD
Global View Capital Management, LTD
Global View Capital Advisors, LTD
Amazon
Cambridge Management
Pacific Lutheran University
Pacific Lutheran University
Cambridge 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 Samantha Kennedy 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 Mainsail Financial Group
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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.
