Kenneth W. Wittenberg
Professional summary
Kenneth William Wittenberg is a registered financial advisor currently at WITTENBERG INVESTMENTS INC. located in Southfield, Michigan.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Kenneth has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth William Wittenberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 19, 2018 - Present
WITTENBERG INVESTMENTS INC.
Office #1: 2 Towne Square Suite 950, Southfield, MI 48076April 5, 2016 - July 6, 2022
SECURE ASSET MANAGEMENT, L.L.C.
November 18, 2014 - April 11, 2016
CONCORDE ASSET MANAGEMENT, LLC
June 1, 1999 - January 25, 2000
HAPOALIM SECURITIES USA, INC.
February 2, 1998 - June 1, 1999
STUART, COLEMAN & CO., INC.
March 1, 1997 - January 29, 1998
NICHOLS, SAFINA, LERNER & CO. INC.
June 10, 1996 - March 3, 1997
MEYERS POLLOCK ROBBINS, INC.
February 1, 1996 - June 8, 1996
H G I
May 1, 1995 - January 18, 1996
STUART, COLEMAN & CO., INC.
February 6, 1995 - April 19, 1995
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/23/2021)
(7/25/2018)
(7/19/2018)
Exams
Current Firm
WITTENBERG INVESTMENTS INC.
CRD#: 297615 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 101 |
| AUM (Assets Under Management) | $ 77,655,180 |
Red Flags
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