KF
Kenneth W. Fry
IFS GROUP
MECHANICSBURG, PA 17055
Some features on this profile are disabled
CRD#: 2199322
KF
Professional summary
Kenneth Walter Fry, CFP®, who also goes by Ken Fry, is a registered financial advisor currently at IFS GROUP located in Mechanicsburg, Pennsylvania and LPL FINANCIAL LLC located in Mechanicsburg, Pennsylvania.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Kenneth has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Long-term Care
Retirement Income Management
Insurance Planning
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Ken Fry
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. 01/13/2010 - NON-VARIABLE INSURANCE - INV REL - HAS EXISTING FIXED ANNUTIES IN PLACE WITH VARIOUS INSURERS. NO FURTHER BUSINESS WILL BE DONE AWAY FROM LPL. 2. 11/23/2009 - BRIDGEPORT WEALTH MANAGEMENT - INV. REL. - AT REPORTED BUSINESS (S) - Tax Prep/Accounting/CPA - TAX PREP / ACCOUNTING / BOOKKEEPING - LIMITED ACCOUNTING, TAX, AND ESTATE PLANNING PRACTICE PROVIDING SERVICE TO SELECT BROKERAGE CLIENTS. - TIME SPENT 5% 3. 08/23/2011 - BRIDGEPORT WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - BASIC TAX PREP. 4. 8/10/2017 - LTCi Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/07/2017 - 2 Hours Per Month During Securities Trading - Fixed insurance. 5. 4/6/2021 - Cavalier Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Sales Agent - Start Date: 2/9/2021 - 4 Hours Per Month/4 Hours During Securities Trading. 6. 01/04/2024 - IFS Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 150 Hours Per Month/ 130 Hours During Trading 7. 07/24/2024 - IFS Group, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/09/2024 - 160 Hours Per Month/ 130 Hours During Trading - I provide investment advisory services to IFS Group, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Walter Fry'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®
Start date: 1989
Experience
Current
July 2, 2024 - Present
IFS GROUP
Office #1: 1205 Manor Drive Ste 200, Mechanicsburg, PA 17055RIA
CRD#: 328774
MECHANICSBURG, PA
Current
January 12, 2010 - Present
LPL FINANCIAL LLC
Office #1: 1205 Manor Drive, Ste 200, Mechanicsburg, PA 17055RIA
BD
CRD#: 6413
Mechanicsburg, PA
Past
February 8, 2010 - June 11, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
LEMOYNE, PA
Past
July 25, 2007 - September 9, 2009
SFC WEALTH ADVISORS, INC.
RIA
CRD#: 109129
WORMLEYSBURG, PA
Past
January 3, 1997 - July 3, 2006
LPL FINANCIAL LLC
BD
CRD#: 6413
WORMLEYSBURG, PA
Past
January 22, 1996 - December 31, 1996
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
February 4, 1992 - January 24, 1996
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
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".
IG
IFS GROUP
IFS GROUP | IFS GROUP, LLC
CRD#: 328774 / SEC#: 801-129581
RIA
Registered Investment Advisory firm - (2/29/2024 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(3/3/2014)
RR
Florida(5/1/2015)
RR
Illinois(7/23/2015)
RR
Indiana(8/23/2021)
RR
Maine(1/15/2016)
RR
Maryland(1/12/2010)
RR
Michigan(12/27/2018)
RR
New Jersey(6/23/2022)
RR
North Carolina(9/27/2012)
RR
Ohio(5/31/2012)
RR
Pennsylvania(1/13/2010)
IAR
Pennsylvania(7/2/2024)
RR
Rhode Island(1/15/2016)
RR
Texas(7/25/2016)
RR
Virginia(10/2/2025)
RR
Washington(10/2/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IG
IFS GROUP
IFS GROUP | IFS GROUP, LLC
CRD#: 328774 / SEC#: 801-129581
RIA
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Contact information
Main Address
1205 Manor Drive Ste 200, Mechanicsburg, PA 17055
Mailing Address
Phone number
(717) 766-1144
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 297 |
| AUM (Assets Under Management) | $ 210,000,000 |
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.
