Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
32 years
Location
Bennington, VT 05201
Commonwealth Financial Network
Enterprise
Kenneth Lane is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 registrations and 32 years of industry experience. He has been with Commonwealth and Center Square Asset Management since 2005, where he serves as president and 50% owner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets, offering a broad platform of managed-account programs, third-party asset management, and custody services.
Based on Commonwealth Financial Network
Based on Commonwealth Financial Network
Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.
$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%
Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.
Up to $500 per hour for consulting services.
Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.
Bennington, VT Benmont Avenue
160 Benmont Avenue
Bennington VT 05201
Advisors at this office
2
New York · Vermont
32 years of industry experience
Amidon & Petersen Financials, LLC
2025 - 2025 • 1 year
Castleton, NY
Center Square Asset Management
2005 - Present • 21 years
Castleton, NY
Commonwealth Financial Network
2005 - Present • 21 years
Waltham, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Cambridge, NY
Cambridge Wealth Management, LLC
Mitsuo Lockrow is a financial advisor at Cambridge Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Mutual Securities, Inc. from 2014 to 2018. In addition to his advisory role, he operates an independent insurance agency. Cambridge Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs a process-oriented investment approach combining fundamental security selection with strategic and tactical asset allocation, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial plans.
CFP®, Series 63, Series 66
North Bennington, VT
Williams Financial, LLC
James Williams is a CFP® professional with 19 years of experience, currently serving at Williams Financial, LLC since 2005. He has worked as an adjunct professor at Hudson Valley Community College since 2011, teaching online courses. Williams Financial, LLC provides fee-only financial planning, investment management, pension consulting, and digital portfolio services to individuals, trusts, estates, and business entities. The firm combines a long-term investment approach with tactical asset allocation and various analytical methods, offering clients both integrated wealth management and investment-only options.
Series 63, Series 66
Bennington, VT
Bennington Financial Planning Group
Michael Mckenna is a financial advisor at Bennington Financial Planning Group with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bennington Financial Planning Group since 1995. In addition to his advisory role, he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm utilizes fundamental analysis complemented by technical and cyclical methods, employing both long- and short-term trading strategies including covered-call writing, and maintains a dual registration structure with an affiliated broker-dealer.
Series 65
North Bennington, VT
Williams Financial, LLC
Meredith Phippen is a financial advisor at Williams Financial, LLC with two years of industry experience. She holds the Series 65 designation and has worked at Williams Financial since 2019. Prior to her current role, she had brief engagements at Bennington College and Renee J. Jacobs, CPA, and spent six years at Evan Wilson Studios. Williams Financial, LLC provides fee-only financial planning, investment management, and pension consulting for individuals, families, trusts, estates, and business entities. The firm operates as a fiduciary, combining fundamental, technical, and cyclical analysis with modern portfolio theory to deliver tailored investment strategies and offers additional in-house accounting, tax preparation, and bookkeeping services.
CFP®
Stamford, VT
The Alchemists, LLC
Shannon Clark is a Certified Financial Planner® with 10 years of industry experience. She has worked at The Alchemists, LLC since 2026 and previously held roles at Kestra Advisory Services LLC, Nicollet Investment Management, Inc., and Wilkerson Resource Advisors, LLC. The Alchemists provides advisory services to individuals and businesses, including retirement plan sponsors, focusing on long-term, passive asset-allocation strategies combined with fundamental and technical analysis. The firm serves approximately 90 clients with a small, two-advisor team and offers educational workshops and seminars at no charge.
CFP®, Series 63
Bennington, VT
Bennington Financial Planning Group
Donald Mckenna is a CFP® with 44 years of industry experience. He has been with Bennington Financial Planning Group since 1995 and is also the president and owner of D.B. Mckenna & Co., Inc., a broker-dealer firm. In addition, he owns a small real estate firm and provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm uses fundamental analysis supplemented by technical and cyclical analysis, employs both long- and short-term trading strategies including covered-call writing, and maintains a distinctive operational model with an affiliated broker-dealer.
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