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Kenneth Duhadway

Advisor at J.P. Morgan Securities — Stillwater, MN

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Stillwater, MN 55082

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,365

Across 3,620 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Kenneth Duhadway is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Stillwater, MN

5907 Neal Ave N

Stillwater MN 55082

Advisors at this office

3

Most active in

Minnesota · Texas · Wisconsin

Work history

26 years of industry experience

JPMorgan Chase Bank, N.A.

2024 - Present • 2 years

Champlin, MN

J.P. Morgan Securities

2024 - Present • 2 years

Champlin, MN

Unemployed

2024 - 2024 • 1 year

Savage, MN

CHARLES SCHWAB and CO., INC.

2022 - 2024 • 2 years

Plymouth, MN

TD Ameritrade, inc.

2018 - 2023 • 5 years

Plymouth, MN

TD Ameritrade Investment Management, LLC

2018 - 2023 • 5 years

Omaha, NE

Charles Schwab

2017 - 2024 • 7 years

Plymouth, MN

TD Ameritrade

2017 - 2023 • 6 years

Plymouth, MN

Scottrade Investment Management

2017 - 2018 • 1 year

Minneapolis, MN

Scottrade, Inc.

1998 - 2018 • 20 years

Minneapolis, MN

Disclosures

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

Business activities & affiliations

Dejan I

Series 65

Lake Elmo, MN

SCM Investment Services

I'm the founder of SCM Investment Services in Lake Elmo, MN — a fee-only, fiduciary advisory firm built on one belief: everyone deserves honest financial advice from someone legally required to put their interests first. My path here started on the trading floor at the Chicago Board of Trade, where I transacted over $1 billion in US Treasury Notes daily and later served as VP and Director of Discretionary Trading Operations. With degrees in Computer Science and Chemistry, I've always approached investing as a hard science — not a sales pitch. I earned my MBA from the University of Chicago Booth School of Business, the epicenter of evidence-based investing. No commissions. No exceptions. I've been quoted as a financial expert in CNN Money, Fortune, the Chicago Tribune, US News, and Investment News.

General retirement planning Wealth management Retirement income strategy Retirement withdrawal strategies Tax-loss harvesting

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
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Peter O

Series 63, Series 65

Maplewood, MN

MPM Financial Corporation

Peter O'Brien is a financial advisor with MPM Financial Corporation in Maplewood, MN. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Voya Financial Advisors. Outside of his advisory work, he is also a licensed insurance agent involved in the sale of fixed insurance products. MPM Financial Corporation provides discretionary asset management primarily for individual investors and qualified retirement plans, including limited-scope ERISA 3(21) fiduciary support. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives and employs third-party model managers and UMA platforms as part of its investment approach.

General retirement planning Wealth management Debt management Cash flow / budgeting
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Justin M

Series 66

Woodbury, MN

VIP Financial Associates

Justin Munger is a financial advisor at VIP Financial Associates with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Sawtooth Asset Management and Sawtooth Solutions before joining Premier Capital Management, LLC dba VIP Financial Associates in 2016. Outside of advising, he owns Premier Pet Services, LLC, a pet sitting and cleanup service, and has been involved as an independent life and health insurance agent since 2002. VIP Financial Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes individualized asset allocation using fundamental and technical analysis and relies on third-party model managers and due diligence services for portfolio construction and monitoring.

General retirement planning Cash flow / budgeting
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Paula L

Series 63, Series 65

St Paul, MN

Ramsey Hill Asset Management LLC

Paula Lilly is a financial advisor at Ramsey Hill Asset Management LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ramsey Hill since 2011. Outside of her advisory role, she is a non-voting member of Mojave Color, LLC, a technology and software development company. Ramsey Hill Asset Management provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and uses long- and short-term trading strategies to build individualized portfolios aligned with clients’ objectives.

Passive / index investing Active portfolio management
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Britt C

Series 66

Saint Paul, MN

Clanton Financial Partners, LLC

Britt Clanton is the principal of Clanton Financial Partners, LLC in Saint Paul, MN, with 21 years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC and Transamerica-affiliated firms. Outside of his advisory role, Clanton serves as Chief Financial Officer for Visibility Innovations, providing financial consulting services. Clanton Financial Partners is a state-registered investment adviser offering customized investment management and retirement-plan advisory services to individuals, high-net-worth clients, and ERISA retirement plans. The firm utilizes fundamental analysis with a primarily long-term investment strategy while allowing tactical adjustments and sponsors a wrap-fee program that consolidates custodial, trading, and administrative costs.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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