Kenny Alan Dodson
AIF®Professional Summary
Kenny Alan Dodson, AIF®, who also goes by Ken Dodson, is a registered financial advisor currently at THE WEALTH ADVANTAGE GROUP, INC.. Kenny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Kenny has worked at 5 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ken Dodson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
KING DODSON ARMSTRONG FINANCIAL ADVISORS, INC. | THE WEALTH ADVANTAGE GROUP, INC. | KING DODSON FINANCIAL ADVISORS, INC.
Contact Information
Main Address
5005 Horizons Drive Suite 100, Columbus, OH 43220Phone Number
(614) 459-9000# of Employees
3SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
516AUM (Assets Under Management)
$146,398,143Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
KING DODSON ARMSTRONG FINANCIAL ADVISORS, INC. | THE WEALTH ADVANTAGE GROUP, INC. | KING DODSON FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
(5/30/2012)
(3/24/2006)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kenny Alan Dodson's CRS (Customer Relationship Summary).
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