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KK

Kenneth F. Klespies

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CRD#: 1258664
KK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kenneth Frank Klespies was a registered financial professional .

Kenneth is a previously registered financial professional and started their career in finance in 1984. Kenneth had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 22, 2019 - March 23, 2021

IFP SECURITIES, LLC

BD
CRD#: 297287
Oldsmar, FL
Past

July 8, 2016 - March 24, 2021

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
Oldsmar, FL
Past

June 30, 2016 - May 23, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
OLDSMAR, FL
Past

May 19, 2006 - July 8, 2016

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
OLDSMAR, FL
Past

May 18, 2006 - July 8, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OLDSMAR, FL
Past

April 26, 2005 - June 2, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
CLEARWATER, FL
Past

April 22, 2005 - June 2, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
CLEARWATER, FL
Past

October 1, 1999 - May 5, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PALM HARBOR, FL
Past

October 1, 1999 - May 5, 2005

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

April 6, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

August 14, 1989 - March 23, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 14, 1987 - September 25, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

April 18, 1984 - May 27, 1987

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/27/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IS
IFP SECURITIES, LLC
IFP SECURITIES, LLC

CRD#: 297287 / SEC#: , 8-70150

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
Mailing Address
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
Phone number
(813) 341-0960
Established
Delaware since 06/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
IFP GROUP, LLCOWNER
ACHESON, JEFFERY ALLENCHIEF BUSINESS DEVELOPMENT OFFICER706698
GILMAN, AARON LEECHIEF INVESTMENT OFFICER5611425
HAMM, WILLIAM CHRISTOPHERPRESIDENT, CHIEF OPERATING OFFICER5814331
HAMM, WILLIAM EUGENE JRCHIEF EXECUTIVE OFFICER AND CHAIRPERSON OF THE BOARD OF DIRECTORS1227713
JOHNSON, TORIANCHIEF COMPLIANCE OFFICER5363604
MEJIA, OSCAR MIGUELFINOP5569235

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.

Company Information


IFP SECURITIES, LLC

CRD#: 297287

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