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Kenneth A

CFP®, Series 65

Chapel Hill, NC

LRI Investments

Kenneth Auman is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He has been with Lindberg & Ripple since 2012 and also worked at M HOLDINGS SECURITIES, Inc. during that time. He is based in Chapel Hill, NC. LRI Investments, LLC is a team of 25 investment professionals managing approximately $2.78 billion across a diverse client base including individuals, high-net-worth clients, businesses, financial institutions, and state and municipal government entities. The firm focuses on customized asset allocation with a long-term orientation, offering both discretionary and non-discretionary investment management alongside retirement-plan consulting services.

Stock option exercise strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Charitable giving tax strategies Founder/Business Owner Retired Self-Employed Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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