A complete list of active advisors currently associated with Kinnamon & Associates Ltd II
Warmer can help you find a great advisor at Kinnamon & Associates Ltd II or one who fits your needs even better.
Kinnamon & Associates, Ltd. II provides investment advisory and financial planning services to individuals (both high net worth and non‑HNW), pension and profit‑sharing plans, and corporations. Its offerings include individual portfolio management delivered on a non‑discretionary basis, pension consulting (investment policy statement preparation, investment vehicle selection, ongoing performance monitoring, and participant education), and comprehensive financial planning. The firm uses a mix of fundamental, technical, quantitative and qualitative analysis with an emphasis on asset allocation and longer‑term purchase strategies; client portfolios are reviewed monthly and clients receive periodic performance reporting. For retirement plan sponsors the firm documents IPSs, constructs asset allocation models, and monitors investment options and participant communications consistent with ERISA‑style guidance. Kinnamon & Associates is notable among peers for its operational ties to other financial services: management personnel are registered representatives of a broker‑dealer and licensed insurance agents, and they are partners in an affiliated accounting practice that cross‑refers clients, creating potential for commission‑based implementation and related conflicts the firm discloses. With about $117.6 million in primarily non‑discretionary assets under management, two advisors and roughly 118 clients, the combination of pension consulting, participant education, accounting affiliation, and commission‑capable staff distinguishes it from most supported firms.
To learn more about the advisors currently working at Kinnamon & Associates Ltd II, 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 |
|---|---|---|
Barrington, IL
| 29
| |
Barrington, IL
| 7
|
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