A complete list of active advisors currently associated with Kensington Securities, LLC

Warmer can help you find a great advisor at Kensington Securities, LLC or one who fits your needs even better.

Kensington Securities, LLC provides personalized financial planning and discretionary investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. Services described in the brochure include asset management (including two wrap fee programs and discretionary management of fixed and variable index annuities), financial planning (fixed‑fee or hourly), and qualified plan consulting. The firm tailors investment strategies to client objectives documented in an Investment Policy Statement or risk‑tolerance statement and uses fundamental, technical, and cyclical analysis; accounts are reviewed at least quarterly and KSL accepts discretionary trading authority while consulting clients when blanket authorization is not given. Financial plans are delivered within six months, periodic reviews are provided, and clients engage outside professionals as needed while KSL provides ongoing monitoring and reporting. Noteworthy distinctions include KSL’s role as a wrap‑fee program sponsor and its active involvement with insurance products: the managing member operates Kensington Financial Group, spends more than half his time as an insurance agent, and the firm discloses offering and management of annuity contracts as well as the related conflicts of interest and mitigation measures. The brochure also discloses prior regulatory history (a 2009 FINRA suspension for distributing unapproved sales literature) and recent material changes such as an update to assets under management and the termination of an advisory relationship with BofI Federal Bank.

To learn more about the advisors currently working at Kensington Securities, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.