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Kenneth Mark Thayer

Advisor at Momentum Independent Network Inc. — Graham, TX

Updated today

Credentials

Series 66, Series 63

Experience

26 years

Location

Graham, TX 76450

Momentum Independent Network Inc. logo

Momentum Independent Network Inc.

Multi-team

Total advisors

100

Across 61 offices

Clients per advisor

28 Very Low

Avg AUM per client

$553,086 Typical

HNW client ratio

14% Typical

About

Kenneth Thayer is a financial advisor with Momentum Independent Network Inc. based in Graham, TX, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He has worked at First Graham Securities, Inc. and SWS Financial Services since 2000 and 2003, respectively. Outside of his advisory role, he serves as treasurer for the Young Country A & M Club alumni group. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs using both discretionary and non-discretionary structures and integrates broker-dealer operations with banking and municipal advisory capabilities.

Client services

Based on Momentum Independent Network Inc.

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

Expertise

Based on Momentum Independent Network Inc.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments

Occupation focus

Based on Momentum Independent Network Inc.

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed fees charged quarterly or annually for financial planning/consulting services; varies based on scope and complexity

Percentage

$0 - $249,999: 2.25% (Individual Securities), 1.75% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $250,000 - $499,999: 2.00% (Individual Securities), 1.50% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $500,000 - $999,999: 1.75% (Individual Securities), 1.25% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $1,000,000+: 1.50% (Individual Securities), 1.00% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $0 - $249,999: 2.90% - 3.00% (Equity/Balanced SMA Portfolios), 1.55% - 1.65% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $250,000 - $499,999: 2.40% - 2.50% (Equity/Balanced SMA Portfolios), 1.40% - 1.50% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $500,000 - $999,999: 2.15% - 2.25% (Equity/Balanced SMA Portfolios), 1.25% - 1.35% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $1,000,000 - $4,000,000: 1.90% - 2.00% (Equity/Balanced SMA Portfolios), 1.05% - 1.15% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $5,000,000+: 1.75% - 1.85% (Equity/Balanced SMA Portfolios), 0.90% - 1.00% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $0 - $249,999: 3.00% (ETF/Equity/Balanced Portfolios), 1.65% (Fixed Income Portfolios), 1.75% (Mutual Funds) - Gateway FSP Program $250,000 - $499,999: 2.50% (ETF/Equity/Balanced Portfolios), 1.50% (Fixed Income Portfolios), 1.50% (Mutual Funds) - Gateway FSP Program $500,000 - $999,999: 2.00% (ETF/Equity/Balanced Portfolios), 1.35% (Fixed Income Portfolios), 1.25% (Mutual Funds) - Gateway FSP Program $1,000,000+: 1.85% (ETF/Equity/Balanced Portfolios), 1.15% (Fixed Income Portfolios), 1.10% (Mutual Funds) - Gateway FSP Program $0 - $249,999: 3.00% - Compass UMA Program $250,000 - $499,999: 2.50% - Compass UMA Program $500,000 - $999,999: 2.25% - Compass UMA Program $1,000,000 - $4,000,000: 2.00% - Compass UMA Program $4,000,000+: 1.85% - Compass UMA Program $0 - $249,999: 1.75% - Endeavor Program $250,000 - $499,999.99: 1.50% - Endeavor Program $500,000 - $999,999.99: 1.25% - Endeavor Program $1,000,000+: 1.00% - Endeavor Program $0 - $249,999: 2.25% - Navigator UMA Program $250,000 - $499,999: 2.00% - Navigator UMA Program $500,000 - $999,999: 1.75% - Navigator UMA Program $1,000,000+: 1.50% - Navigator UMA Program $0 - $249,999: 3.00% (ETF/Equity/Balanced Portfolios), 1.65% (Fixed Income Portfolios), 1.75% (Mutual Fund Portfolio) - Explorer Program $250,000 - $499,999: 2.50% (ETF/Equity/Balanced Portfolios), 1.50% (Fixed Income Portfolios), 1.50% (Mutual Fund Portfolio) - Explorer Program $500,000 - $999,999: 2.00% (ETF/Equity/Balanced Portfolios), 1.35% (Fixed Income Portfolios), 1.25% (Mutual Fund Portfolio) - Explorer Program $1,000,000+: 1.85% (ETF/Equity/Balanced Portfolios), 1.15% (Fixed Income Portfolios), 1.10% (Mutual Fund Portfolio) - Explorer Program

Project-based

$250 to $500 per hour for financial planning/consulting services

Other

Account minimum: $25,000

Location

See office

Graham, TX

623 Elm Street, Suite 301

Graham TX 76450

Advisors at this office

1

Most active in

Texas

Work history

26 years of industry experience

SWS Financial Services

2003 - Present • 23 years

Graham, TX

First Graham Securities, Inc.

2000 - Present • 26 years

Graham, 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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Gregory B

Series 63, Series 65

Graham, TX

American Independent Securities Group, LLC

Gregory Bonzelaar is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with American Independent Securities Group since 2014. Outside of his advisory role, he owns a non-variable insurance sales business and provides accounting and tax preparation services for family and friends. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach, managing accounts on both discretionary and non-discretionary bases, and provides access to a range of custodial and advisory platforms.

Options & derivatives strategies

Allison L

Series 66

Graham, TX

Edward Jones

Allison Lowe is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has had previous roles at InterBank and multiple positions associated with Tarleton State University and Sam Houston State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families
user avatar

Landon A

Series 66

Graham, TX

Edward Jones

Landon Anderson is a financial advisor with Edward Jones in Graham, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Anderson owns and operates Rafter Crazy A Ranch, where he raises cattle and goats for sale at local livestock auctions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Mitchell M

Series 63, Series 66

Graham, TX

LPL Financial

Mitchell Moore Jr. is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at several firms including Woodbury Financial Services and Next Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to various investment strategies and platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Darby B

Series 63, Series 66

Graham, TX

Edward Jones

Darby Brockway is a financial advisor with Edward Jones in Graham, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Brockway serves on the Foundation Investment Committee of the First United Methodist Church in Graham. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual investors, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

General retirement planning Retired Founder/Business Owner Executive

Todd D

Series 66

Graham, TX

Edward Jones

Todd Danley is a financial advisor with Edward Jones, holding a Series 66 designation and 28 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Danley owns and operates Danley Ranch, where he is involved in livestock care. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Business ownership considerations Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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