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Kenneth Eckhardt

Advisor at Cetera

Updated today

Location

Minier, IL 61759

Credentials

CFP®, Series 66

Industry experience

16 years

About

Kenneth Eckhardt is a CFP®-designated financial advisor with Cetera, based in Minier, Illinois, and has 15 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2009. Outside of his advisory role, Eckhardt serves as treasurer for the Shiloh Cemetery Association and leads research efforts at Orchard Financial Group Inc., supporting other advisors with client activities and new product introductions. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Client services

Based on Cetera

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

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

204 S Main St, Po Box 656

Minier, IL 61759

Most active in

Illinois · Texas

Work history

Cetera

2010 - Present (16 years)

Cetera Financial Specialists LLC

2009 - Present (17 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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General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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