Kenneth D. Bolton
Professional summary
Kenneth Dale Bolton, who also goes by Ken Bolton, Kenneth Bolton, is a registered financial advisor currently at ADVISORY SOLUTIONS GROUP located in Aliso Viejo, California.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Kenneth has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Dale Bolton's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2026 - Present
ADVISORY SOLUTIONS GROUP
Office #1: 26895 Aliso Creek Rd Suite B-482, Aliso Viejo, CA 92656January 22, 2018 - June 2, 2026
CS PLANNING CORP
July 22, 2005 - February 8, 2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
July 22, 2005 - February 8, 2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
November 2, 1998 - July 26, 2005
MORGAN STANLEY DW INC.
March 22, 1989 - July 26, 2005
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/4/2026)
Exams
Current Firm
ADVISORY SOLUTIONS GROUP
CRD#: 339919 / SEC#: 801-135130
Contact information
SEC notice filing (6 States and Territories)
Red Flags
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