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KF

Kenneth W. Frost

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CRD#: 1284172
KF

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 Wayne Frost, who also goes by Ken Frost, Kenneth Frost, was a registered financial professional .

Kenneth is a previously registered financial professional and started their career in finance in 1984. Kenneth had worked at 15 firms and has passed the Series 66, Series 63, Series 7 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ken Frost | Kenneth Frost

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

February 17, 2011 - December 31, 2020

CONFIDANT WEALTH MANAGEMENT GROUP, LLC

RIA
CRD#: 155627
HOUSTON, TX
Past

January 23, 2009 - December 20, 2010

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
NEW BRAUNFELS, TX
Past

June 11, 2007 - January 27, 2009

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
SAN ANTONIO, TX
Past

May 31, 2007 - January 27, 2009

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SAN ANTONIO, TX
Past

October 2, 2006 - June 1, 2007

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
SAN ANTONIO, TX
Past

September 29, 2006 - June 1, 2007

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
SAN ANTONIO, TX
Past

December 16, 2005 - September 27, 2006

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
ROUND ROCK, TX
Past

April 15, 2005 - September 27, 2006

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
ROUND ROCK, TX
Past

August 16, 2004 - April 20, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
AUSTIN, TX
Past

August 16, 2004 - April 20, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 16, 2004 - April 20, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

July 8, 2004 - August 24, 2004

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

December 3, 2002 - July 13, 2004

LEGG MASON WOOD WALKER, INCORPORATED

RIA
CRD#: 6555
AUTIN, TX
Past

June 30, 2000 - July 13, 2004

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

April 9, 1999 - August 28, 2000

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

December 11, 1997 - July 12, 1999

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

June 10, 1993 - March 15, 1994

T.J. THOMPSON & ASSOCIATES, INC.

BD
CRD#: 28265
OKLAHOMA, OK
Past

October 9, 1991 - May 28, 1993

CHOICE INVESTMENTS, INC.

BD
CRD#: 17665
AUSTIN, TX
Past

February 8, 1991 - July 25, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 22, 1989 - February 4, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 3, 1986 - January 20, 1990

ROTAN MOSLE INC.

BD
CRD#: 727
Past

August 23, 1984 - June 13, 1986

MORGAN STANLEY DW INC.

BD
CRD#: 7556

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
RR
IAR
Series 66
Date: 12/4/1997
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CW
CONFIDANT WEALTH MANAGEMENT GROUP, LLC
CONFIDANT WEALTH MANAGEMENT GROUP, LLC | FROST WEALTH MANAGEMENT GROUP, LLC | CONFIDANT WEALTH MANAGEMENT GROUP,LLC

CRD#: 155627 / SEC#:

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Contact information


Main Address
10700 Rockley Rd, Houston, TX 77099
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


CONFIDANT WEALTH MANAGEMENT GROUP, LLC

CRD#: 155627

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