KM
Kent A. Misener
ABLE & STRONG ADVISORS
Bountiful, UT 84010
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CRD#: 2255767
KM
Professional summary
Kent Arnold Misener, who also goes by Kent Misener, is a registered financial advisor currently at ABLE & STRONG ADVISORS, INC. located in Bountiful, Utah.
Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kent has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kent Misener
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.
Mr. Misener is a member of the investment committee of various entities which takes approximately 11% of his time. Mr. Misener also serves as an independent trustee on the board of trustees for three different mutual funds: 1. He serves on the Board of the Longleaf Partners series of funds. This is a tradition open-ended mutual fund that invests in concentrated portfolios of public equities around the world. The ticker symbols for the funds are LLPFX, LLSCX, LLINX and LLGLX. 2. He serves on the board of Trustees of the FS MVP private equity fund, (CUSIP numbers 0331V207, 30331V108 and 30331V306), an interval mutual fund, that invests in private equities. 3. He serves in the same capacity with the KMV Private debt fund, (CUSIP number SSID: 62203867), an interval mutual fund that invests in private debt instruments. The primary responsibility of an independent board member is to ensure that the best interests of the mutual fund shareholders are protected. Mr. Misener expects to spend approximately 10% of his time as a trustee.
CRS (Client Relationship Summary) - RIA
Click below to view Kent Arnold Misener'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®
NoneExperience
Current
February 9, 2006 - Present
ABLE & STRONG ADVISORS, INC.
Office #1: 380 N. 200 W. #102, Bountiful, UT 84010RIA
CRD#: 130069
Bountiful, UT
Past
March 10, 2004 - December 31, 2005
ABLE & STRONG ADVISORS, INC.
RIA
CRD#: 130069
SALT LAKE CITY, UT
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
Utah(2/9/2006)
Current Firm
A&
ABLE & STRONG ADVISORS, INC.
ABLE & STRONG ADVISORS, INC. | VERAPATH GLOBAL INVESTING, INC. | VERAPATH GLOBAL INVESTING LLC | CROSSROADS INVESTMENT ADVISORS, LLC
CRD#: 130069 / SEC#:
Texas
Registered Investment Advisory firm - (10/18/2016 Terminated)Utah
Registered Investment Advisory firm - (2/9/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
380 N. 200 W. #102, Bountiful, UT 84010
Mailing Address
Phone number
(385) 212-4560
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 152 |
| AUM (Assets Under Management) | $ 43,067,801 |
Red Flags
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Company Information
ABLE & STRONG ADVISORS, INC.
CRD#: 130069Bountiful, UT 84010TRUST BUT VERIFY
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