Kenneth R. Duetsch

GRAND CAPITAL ADVISORS

Grand Blanc, MI 48439

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CRD#: 2117710

Professional summary

Kenneth Roy Duetsch II, CFP®, who also goes by Ken Duetsch, is a registered financial advisor currently at GRAND CAPITAL ADVISORS, LLC located in Grand Blanc, Michigan.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Kenneth has worked at 3 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

What are your service offerings?

Retirement Income Management

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Business Owners

Corporate Executives

Entrepreneurs

Investment Advice with Ongoing...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Ken Duetsch

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.

1) MOTT CHILDREN'S HEALTH CENTER : NON-INVESTMENT : 806 TUURI PL, FLINT, MI 48503 : NON-PROFIT : BOARD TREASURER : START 2017 : 3 HOURS PER MONTH DURING TRADING 2) BOYS AND GIRLS CLUB OF GREAT FLINT : NON-INVESTMENT : FLINT, MI : NON-PROFIT : ON THE FINANCE COMMITTEE : 1 HOUR MONTH DURING TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Roy Duetsch II's 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: 1994

Experience

Current

February 26, 2019 - Present

GRAND CAPITAL ADVISORS, LLC

Office #1: 5225 E Cook Rd, Grand Blanc, MI 48439

RIA

CRD#: 300740

Grand Blanc, MI

Past

April 22, 1991 - January 22, 1992

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

Past

April 22, 1991 - January 22, 1992

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

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

Michigan
(2/26/2019)

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: 5/17/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/19/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GRAND CAPITAL ADVISORS, LLC

CRD#: 300740 / SEC#:

Michigan

Registered Investment Advisory firm - (2/26/2019 Approved)

Texas

Registered Investment Advisory firm - (2/25/2023 Conditional Restricted)

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Contact information

Main Address

5225 E Cook Rd, Grand Blanc, MI 48439

Mailing Address

Phone number

(810) 354-9008

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	252
AUM (Assets Under Management)	$ 104,931,957

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 R. Duetsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Roy Duetsch II's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRAND CAPITAL ADVISORS, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/17/1991

Series 6

Date: 4/19/1991

Current Firm

GRAND CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRAND CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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