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 is a fee-based registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm provides personalized financial planning, qualified plan consulting, and discretionary investment management, including asset management delivered through wrap-fee programs. Kensington documents client goals in investment policy statements and tailors strategies using fundamental, technical and cyclical analysis, with potential use of long- and short-term positions and options where appropriate. The firm typically manages accounts on a discretionary basis, conducts quarterly account reviews, and also offers discretionary management of fee-based variable and fixed-index annuities. The brochure discloses a few features that are uncommon for a firm of this size: Kensington sponsors wrap-fee programs and explicitly manages annuity contracts, and the managing member operates an affiliated insurance practice that generates insurance compensation and is disclosed as a potential conflict of interest. The firm’s brochure also discloses a prior FINRA disciplinary action (a six-month suspension and fine in 2009) and includes written disclosures and procedures intended to address conflicts arising from the affiliated insurance activities.

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.

Name	Location	Years of experience
Filiep Sackx	Scotts Valley, CA	27
Maksim Sackx	Scotts Valley, CA	—

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