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Kenneth Mc Kenzie

Advisor at Foundations Investment Advisors LLC — Eagle River, AK

Updated today

Credentials

Series 66

Experience

10 years

Location

Eagle River, AK 99577

Foundations Investment Advisors LLC logo

Foundations Investment Advisors LLC

Multi-team

Total advisors

296

Across 181 offices

Clients per advisor

100 Very High

Avg AUM per client

$340,025 Low

HNW client ratio

20% Typical

About

Kenneth Mc Kenzie is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at JP Morgan Securities, LLC from 2017 to 2024 and Edward Jones from 2015 to 2017. Outside of advising, he operated a decorative home hardware shop for four years and assists clients with their insurance needs through Magellan Financial. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,600 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Client services

Based on Foundations Investment Advisors LLC

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

Expertise

Based on Foundations Investment Advisors LLC

Private / alternative investments ESG / Sustainable investing Concentrated stock management

Occupation focus

Based on Foundations Investment Advisors LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning ranging typically from $100 to $5,000, up to $7,500 depending on complexity and services

Percentage

2.00% maximum annually

Project-based

$100-$500 per hour for financial planning services

Other

Account minimum: $5,000 Minimum fee: $50 annual administrative and technology fee applied at the end of January billing cycle to all accounts Fee-only: Financial planning fees charged via fixed or hourly arrangements; hourly fees range from $100-$500 per hour; fixed fees typically range from $100-$5,000, up to $7,500 for expanded services

Location

See office

Eagle River, AK

10928 Eagle River Rd, Suite 124

Eagle River AK 99577

Advisors at this office

2

Most active in

Alaska

Work history

10 years of industry experience

Frontier Wealth Management, LLC

2025 - Present • 1 year

Eagle River, AK

FOUNDATIONS INVESTMENT ADVISORS, llc

2025 - Present • 1 year

Eagle River, AK

Jp Morgan Securities, LLC

2017 - 2024 • 7 years

West Monroe, LA

Decorative Home hardware shop

2015 - 2019 • 4 years

Longview, TX

Edward Jones

2015 - 2017 • 2 years

Longview, TX

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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Katelynn T

CFP®, Series 65

Eagle River, AK

Avier Wealth Advisors

Katelynn Toth is a CFP® with three years of industry experience, currently serving as a financial advisor at Avier Wealth Advisors. Her prior experience includes roles at APCM Wealth Management for Individuals and a position in the personal office of U.S. Senator Lisa Murkowski. Avier Wealth Advisors provides investment management and financial planning services to individuals, families, and various institutional clients. The firm emphasizes asset allocation across diversified mutual fund and ETF portfolios, focusing on low-cost, institutional-class funds and equity strategies informed by academic research.

Factor investing / smart beta Wealth management Founder/Business Owner
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Shannon V

Series 65

Eagle River, AK

Advisory Services Network

Shannon Van Holstyn is a financial advisor with Advisory Services Network, holding a Series 65 designation and eight years of industry experience. Prior to joining Advisory Services Network in 2018, she worked at Wells Fargo Advisors, Mesquite Gaming, and Nickle Construction, Inc. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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David V

Series 63, Series 65

Eagle River, AK

Advisory Services Network

David Vanholstyn is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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David K

Series 63, Series 65

Eagle River, AK

Foundations Investment Advisors LLC

David Kutcher is an advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses. He has over 30 years of industry experience, including roles at DAK Financial since 1993 and Frontier Wealth Management, LLC since 2026. Kutcher is based in Eagle River, Alaska. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of almost 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to a diverse client base, utilizing model portfolios, third-party sub-advisers, and a broad range of investment products.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Stephen H

ChFC®, Series 63

Anchorage, AK

Planmember Securities Corporation

Stephen Hufford is a financial advisor with Planmember Securities Corporation in Anchorage, AK, holding a ChFC® designation and a Series 63 license. He has 49 years of industry experience and has been with Planmember since 2005. Hufford also serves on the board of Vision, a nonprofit organization assisting developing countries with community projects. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary oversight and participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Chad H

Series 66

Anchorage, AK

Planmember Securities Corporation

Chad Hufford is a financial advisor with PlanMember Securities Corporation in Anchorage, Alaska, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with PlanMember since 2007 and also operates Veritas Wealth Management and Veritas Wealth Solutions. In addition to his advisory roles, he is the author of the book Forging Financial Freedom (2024). PlanMember provides retirement-plan advisory services primarily to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolio management. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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