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Kenneth Charles Reeves

Advisor at AE Wealth Management, LLC — Anniston, AL

Updated today

Credentials

Series 65

Experience

1 year

Location

Anniston, AL 36201

AE Wealth Management, LLC logo

AE Wealth Management, LLC

Enterprise

Total advisors

464

Across 252 offices

Clients per advisor

274 Very High

Avg AUM per client

$387,358 Typical

HNW client ratio

7% Low

About

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with one year of experience at the firm and a total of ten years in the industry. He holds a Series 65 designation and previously worked at Apex Financial Group, Equis Financial, and New York Life. Reeves is also the founder of Apex Financial Group, where he manages insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting a large number of clients through a platform-oriented approach.

Client services

Based on AE Wealth Management, LLC

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

Expertise

Based on AE Wealth Management, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on AE Wealth Management, LLC

Self-Employed Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance

Percentage

Negotiable up to 2.5% annually; fees above 2.0% require compliance approval

Commissions

IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives

Project-based

Hourly fees for financial planning and consulting vary by IAR and client agreement

Other

Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement

Location

See office

Anniston, AL

1911 Noble St.

Anniston AL 36201

Advisors at this office

1

Most active in

Alabama

Work history

1 year of industry experience

AE Wealth Management

2025 - Present • 1 year

Topeka, KS

Apex Financial Group

2017 - Present • 9 years

Anniston, AL

Equis Financial

2016 - 2017 • 1 year

Birmingham, NC

New York Life

2015 - 2016 • 1 year

Birmingham, AL

Disclosures

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

Business activities & affiliations

user avatar

Thomas M

Series 63

Anniston, AL

Mcnaron Group, Inc.

Thomas Mcnaron III is a financial advisor with Mcnaron Group, Inc. in Anniston, Alabama. He holds a Series 63 designation and has 33 years of industry experience, having been with Mcnaron Group since 1985. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on a long-term, diversified approach primarily using common stocks and exchange-traded funds with fixed-income holdings. The firm emphasizes fundamental analysis and maintains selective client relationships, operating with full discretionary authority and conducting weekly account reviews.

Active portfolio management
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Padric L

Series 65

Anniston, AL

Mcnaron Group, Inc.

Padric Lee is a financial advisor at McNaron Group, Inc. with three years of industry experience. He holds a Series 65 credential and previously worked at StoneX Group Inc. and StoneX Financial Inc. Outside of advisory work, he has engaged in ridesharing and food catering roles during non-trading hours. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on a long-term, diversified stock and fixed-income ETF approach. The firm manages approximately $20.7 million across 43 client accounts and emphasizes fundamental analysis with a selective client base.

Active portfolio management
user avatar

Penny M

Series 65

Oxford, AL

Advisory Services Network

Penny Mccall is a financial advisor at Advisory Services Network with a Series 65 credential and three years of industry experience. She also manages McCall Financial & Benefits Group LLC, where she has worked since 2019, and has prior experience as an independent insurance agent. In addition to her advisory roles, she conducts occasional workshops and training for federal employees on retirement benefits through Federal Employee Retirement Consultants. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. 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 with tailored strategies across various asset classes.

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

Series 63, Series 65, Series 66

Jacksonville, AL

Belpointe Asset Management LLC

Michael Hindman is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He has been with Belpointe since 2016. Outside of his advisory work, he serves in leadership roles for several nonprofit organizations, including as board chairman of the Wesley Foundation and the Jacksonville Commercial Development Authority, and as treasurer for the Institute of Clergy Excellence and Calhoun/Cleburne County Habitat for Humanity. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model portfolios, and third-party manager relationships.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Brittany C

Series 66

Anniston, AL

Truist Advisory Services

Brittany Cobb is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has held various roles within the Truist organization and its predecessors since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform support.

Founder/Business Owner Executive
user avatar

Tyler P

Series 66

Anniston, AL

Raymond James & Associates

Tyler Pankey is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Auburn University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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