Kenneth P. Leblanc

KML FINANCIAL SERVICES GROUP, L.L.C.

Manasquan, NJ 08736

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CRD#: 1837019

Professional summary

Kenneth Patrick Leblanc, CFP® is a registered financial advisor currently at KML FINANCIAL SERVICES GROUP, L.L.C. located in Manasquan, New Jersey and PERSONAL FINANCIAL SOLUTIONS, LLC located in Manasquan, New Jersey.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Kenneth has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

KML Financial Services Group, LLC: Investment Related: 2517 Hwy 35 Bldg I Suite 103, Manasquan, NJ 08736: NJ 08730: Fee Only Financial Planning/Investment Management: Registered Investment Advisor: Managing Member:ITION: REGISTERED INVESTMENT ADVISOR. START: 03/01/2000: 80 Hours/Month During Securities Trading Hours: Duties include Financial Planning and Investment Management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Patrick Leblanc'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®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

October 20, 2004 - Present

KML FINANCIAL SERVICES GROUP, L.L.C.

Office #1: 2517 Hwy 35, Bldg I, Suite 103, Manasquan, NJ 08736

RIA

CRD#: 129105

Manasquan, NJ

Current

October 22, 2004 - Present

PERSONAL FINANCIAL SOLUTIONS, LLC

Office #1: 2517 Hwy 35, Bldg I Suite 103, Manasquan, NJ 08736

RIA

CRD#: 129095

Manasquan, NJ

Past

March 24, 2003 - January 24, 2020

NETWORK 1 FINANCIAL SECURITIES INC.

CRD#: 13577

RED BANK, NJ

Past

June 14, 2001 - December 31, 2002

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

July 29, 1988 - October 31, 1988

NETWORK 1 FINANCIAL SECURITIES INC.

CRD#: 13577

Past

July 18, 1988 - August 9, 1988

JONATHAN ALAN & CO., INC.

CRD#: 15914

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".

PERSONAL FINANCIAL SOLUTIONS, LLC

CRD#: 129095 / SEC#: 801-121037

RIA

Registered Investment Advisory firm - (4/30/2021 Approved)

New Jersey

Registered Investment Advisory firm - (6/21/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(10/20/2004)

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

Series 63

Date: 8/12/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/13/2001

General Securities Representative Examination

Current Firm

PERSONAL FINANCIAL SOLUTIONS, LLC

CRD#: 129095 / SEC#: 801-121037

RIA

Registered Investment Advisory firm - (4/30/2021 Approved)

New Jersey

Registered Investment Advisory firm - (6/21/2021 Terminated)

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Contact information

Main Address

2517 Highway 35 Building I Suite 103, Manasquan, NJ 08736

Mailing Address

2517 Highway 35 Building I Suite 103, Manasquan, NJ 08736

Phone number

(732) 722-7912

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 PFS FORM ADV PART 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	382
AUM (Assets Under Management)	$ 136,603,203

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.

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Kenneth P. Leblanc

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Patrick Leblanc's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSONAL FINANCIAL SOLUTIONS, LLC

NETWORK 1 FINANCIAL SECURITIES INC.

CADARET, GRANT & CO., INC.

NETWORK 1 FINANCIAL SECURITIES INC.

JONATHAN ALAN & CO., INC.

Primary Firm SEC Registration

PERSONAL FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/12/2003

SIE

Date: 10/1/2018

Series 7

Date: 6/13/2001

Current Firm

PERSONAL FINANCIAL SOLUTIONS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERSONAL FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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