Kenneth W. Fry

IFS GROUP

MECHANICSBURG, PA 17055

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CRD#: 2199322

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Walter Fry'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: 1989

Experience

Current

July 2, 2024 - Present

IFS GROUP

Office #1: 1205 Manor Drive Ste 200, Mechanicsburg, PA 17055

RIA

CRD#: 328774

MECHANICSBURG, PA

Current

January 12, 2010 - Present

LPL FINANCIAL LLC

Office #1: 1205 Manor Drive, Ste 200, Mechanicsburg, PA 17055

RIA

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

CRD#: 6413

WORMLEYSBURG, PA

Past

January 22, 1996 - December 31, 1996

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

February 4, 1992 - January 24, 1996

OSAIC WEALTH, INC.

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".

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.

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

Delaware
(3/3/2014)

Florida
(5/1/2015)

Illinois
(7/23/2015)

Indiana
(8/23/2021)

Maine
(1/15/2016)

Maryland
(1/12/2010)

Michigan
(12/27/2018)

New Jersey
(6/23/2022)

North Carolina
(9/27/2012)

Ohio
(5/31/2012)

Pennsylvania
(1/13/2010)

IAR

Pennsylvania
(7/2/2024)

Rhode Island
(1/15/2016)

Texas
(7/25/2016)

Virginia
(10/2/2025)

Washington
(10/2/2017)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 1/12/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/1/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

IFS GROUP

IFS GROUP | IFS GROUP, LLC

CRD#: 328774 / SEC#: 801-129581

RIA

Registered Investment Advisory firm - (2/29/2024 Approved)

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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

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE - IFS GROUP (2/3/2026)

FORM ADV PART 2A - IFS GROUP (2/3/2026)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Kenneth W. Fry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Walter Fry's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SFC WEALTH ADVISORS, INC.

LPL FINANCIAL LLC

WALNUT STREET SECURITIES, INC.

OSAIC WEALTH, INC.

Primary Firm SEC Registration

IFS GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 1/12/2010

Series 65

Date: 2/1/1995

SIE

Date: 10/1/2018

Series 7

Date: 1/11/2010

FINRA

Current Firm

IFS GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IFS GROUP

TRUST BUT VERIFY

Contact information

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