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Kenneth Kobek

Advisor at Raymond James Financial

Updated today

Location

Mishawaka, IN 46545

Credentials

Series 63

Industry experience

47 years

About

Kenneth Kobek is a financial advisor with Raymond James Financial in Mishawaka, IN, holding a Series 63 designation and 47 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 1999 and currently serves as Vice President and Treasurer at Hawthorne Group, Inc., a support company where he manages branch operations and expenses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client interviews and risk profiling.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

245 West Edison, Suite 100 / Ll Edison Centre Building

Mishawaka, IN 46545

Most active in

Indiana

Work history

Hawthorne Group, Inc

2024 - Present (2 years)

Raymond James Financial

2009 - Present (17 years)

Raymond James Financial Services, inc.

1999 - Present (27 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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