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Kenneth A

Series 63, Series 65

North Ft Myers, FL

Cetera

Kenneth Agee is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sagepoint Financial and Questar Asset Management. Agee is also involved in humanitarian efforts, serving as co-founder and executive director of Disaster Aid USA and chairman of the board for Disaster Aid International, in addition to owning True North Resource, which sells humanitarian aid supplies. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with access to affiliated and third-party managers, managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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