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
Rensselaer, IN 47978
Credentials
ChFC®, Series 63, Series 66
Industry experience
11 years
Kenneth Van Houten is a financial advisor at LPL Financial with 11 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. Prior to joining LPL Financial in 2023, he worked at Edward Jones for six years and at Horace Mann Investors, Inc. and Davis & Wallman Financial, LLC for three years each. Outside of his advisory role, he is the owner of Fenwick Farms Brewing Company in Rensselaer, IN. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.
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.
212 South Van Rensselaer St
Rensselaer, IN 47978
Indiana
LPL Financial
2023 - Present (3 years)
Edward Jones
2017 - 2023 (6 years)
Horace Mann Investors, Inc.
2014 - 2017 (3 years)
Davis & Wallman Financial, LLC
2014 - 2017 (3 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.
Series 63, Series 65
Wolcott, IN
Gerber Wealth, LLC
Robert Gerber is the principal and sole advisor at Gerber Wealth, LLC, an independent firm based in Wolcott, Indiana. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Next Financial Group Inc and self-employment since 1988. Gerber serves on several local boards, including a public school board and nonprofit education and community development organizations. Gerber Wealth, LLC provides financial planning, retirement plan consulting, and oversight of third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm matches clients with external advisers based on their goals and risk profiles and conducts ongoing monitoring, while outsourcing portfolio management and custody.
CFP®, Series 66
Rensselaer, IN
Edward Jones
Christine Bogan is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked in legal roles including ten years at the Jasper County Prosecutor's Office and held a position as an adjunct professor at Indiana University Northwest teaching a course on the Legal Environment of Business. She is also a partial owner of a small travel business operated with her spouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
CFP®, Series 63, Series 66
Rensselaer, IN
Edward Jones
Sean Yallaly is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2006, accumulating 19 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is president of a commercial property business in Rensselaer, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including mutual funds and a trust company.
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