Kenneth K. Budd

MEADOW CREEK WEALTH ADVISORS

Atlanta, GA 30327

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CRD#: 1249518

Professional summary

Kenneth Kaull Budd, who also goes by Kenneth Budd, is a registered financial advisor currently at MEADOW CREEK WEALTH ADVISORS, LLC located in Atlanta, Georgia.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Kenneth has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kenneth Budd

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.

FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MCSHAN TIMBERLANDS, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 11180 HWY 82, MCSHAN, ALABAMA 35471 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/4/2000 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MY OWNERSHIP INTEREST IS A RESULT OF GIFTS MADE TO ME BY MY FATHER-IN-LAW, JOHN TYLER MCSHAN, TO HIS CHILDREN, THEIR SPOUSES AND HIS GRANDCHILDREN. MY CURRENT OWNERSHIP POSITION IS 2.596%. I OCCASSIONALLY RECEIVE DISTRIBUTIONS FROM TIMBER CUT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Kaull Budd's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 20, 2018 - Present

MEADOW CREEK WEALTH ADVISORS, LLC

Office #1: 4200 Northside Parkway Bldg 14, Ste 250, Atlanta, GA 30327

RIA

CRD#: 297796

Atlanta, GA

Past

February 5, 2004 - August 20, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

May 23, 1984 - August 20, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEADOW CREEK WEALTH ADVISORS, LLC

MEADOW CREEK WEALTH ADVISORS LLC | MEADOW CREEK WEALTH ADVISORS, LLC

CRD#: 297796 / SEC#: 801-113675

RIA

Registered Investment Advisory firm - (7/25/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/20/2018)

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

State Security Law Exam

IAR

Series 65

Date: 9/12/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/9/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/20/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/14/1984

General Securities Representative Examination

Current Firm

MEADOW CREEK WEALTH ADVISORS, LLC

MEADOW CREEK WEALTH ADVISORS LLC | MEADOW CREEK WEALTH ADVISORS, LLC

CRD#: 297796 / SEC#: 801-113675

RIA

Registered Investment Advisory firm - (7/25/2018 Approved)

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Contact information

Main Address

4200 Northside Parkway Bldg 14, Ste 250, Atlanta, GA 30327

Mailing Address

Phone number

(470) 359-9270

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MEADOW CREEK - PART 2A (6/30/2025)

Regulatory assets under management

Total Number of Accounts	521
AUM (Assets Under Management)	$ 668,464,064

Red Flags

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.

Contact information

xxxxx@xxxx.xxx

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Kenneth K. Budd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Kaull Budd's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MEADOW CREEK WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/1994

Series 63

Date: 5/9/1984

SIE

Date: 8/20/2018

Series 7

Date: 4/14/1984

Current Firm

MEADOW CREEK WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEADOW CREEK WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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