Kenneth Richardson
Advisor at LPL Financial
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.
Advisor at LPL Financial
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.
Location
Ronan, MT 59864
Credentials
Series 66
Industry experience
10 years
Kenneth Richardson is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera, Voya Financial Advisors, and Waddell & Reed. He is also involved with Flathead Consulting Group LLC, a consulting business he has been associated with since 2010. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and offers diverse investment solutions, combining advisory and brokerage services to meet varied client needs.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
11 E. Main St
Ronan, MT 59864
Montana · Texas
LPL Financial
2024 - Present (2 years)
Cetera
2023 - 2024 (1 year)
Cetera Advisor Networks Llc
2021 - 2024 (3 years)
Stonefly Financial LLC
2017 - Present (9 years)
Voya Financial Advisors, Inc.
2017 - 2021 (4 years)
Waddell & Reed, Inc
2015 - 2017 (2 years)
Various Insurance Carriers for W & R Insurance Agencies
2013 - 2017 (4 years)
Flathead Consulting Group LLC
2010 - Present (16 years)
Mission Valley Power
2008 - 2016 (8 years)
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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