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Harrison Kennard

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Jackson, MI 49203

Credentials

Series 66

Industry experience

18 years

About

Harrison Kennard is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2010. He has 18 years of industry experience. Kennard is also the owner of HMK & Co LLC, which operates under a DBA called Lakewood Wealth Management, and is involved as an independent insurance agent through LWM Insurance Advisors. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, delivering investment advice through a large network of independent Financial Professionals.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

2019 4th St.

Jackson, MI 49203

Most active in

Michigan · Texas

Work history

Cambridge Investment Research Advisors

2010 - Present (16 years)

Cambridge Investment Research, Inc.

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, Series 63, Series 65

Jackson, MI

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