BK
Bret S. Kinnamon
KINNAMON & ASSOCIATES LTD II
BARRINGTON, IL 60010
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CRD#: 2822681
BK
Professional summary
Bret Scott Kinnamon is a registered financial advisor currently at KINNAMON & ASSOCIATES LTD II located in Barrington, Illinois and CETERA FINANCIAL SPECIALISTS LLC located in Barrington, Illinois.
Bret is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Bret has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) NAME OF OTHER BUSINESS: KINNAMON & ASSOCIATES LTD DBA KINNAMON ACCOUNTING SERVICE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: EMPLOYEE/V.PRESIDENT; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: ACCTG & TAX & ADMIN DUTIES; 2) RECEIVE REFERRAL COMMISSIONS ON HEALTH INSURANCE; 3) NAME OF OTHER BUSINESS: KINNAMON & ASSOCIATES LTD II - CRD# 106701; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 1/2025; APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 4) NAME OF OTHER BUSINESS: NOTARY PUBLIC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 01/01/2015; POSITION/TITLE/RELATIONSHIP: NOTARY; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS FOR CLIENTS. 5) NAME OF OTHER BUSINESS: BRET S. KINNAMON; INVESTMENT RELATED: NO; ADDRESS: VARIOUS; NATURE OF BUSINESS: RENTAL PROPERTIES; START DATE: 05/2014; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: HANDLING REPAIRS AND RENTAL BOOKS
CRS (Client Relationship Summary) - RIA
Click below to view Bret Scott Kinnamon'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
December 17, 1997 - Present
KINNAMON & ASSOCIATES LTD II
Office #1: 217 N. Northwest Hwy, Barrington, IL 60010RIA
CRD#: 106701
BARRINGTON, IL
Current
March 26, 2004 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: C/o Kinnamon Accounting Serv. 217 North Northwest Highway, Barrington, IL 60010-3348BD
CRD#: 10358
Barrington, IL
Past
November 25, 1996 - September 15, 2004
HOCHMAN & BAKER SECURITIES, INC.
BD
CRD#: 19949
STAMFORD, CT
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
Alabama(5/22/2013)
RR
Arizona(5/4/2006)
RR
California(3/21/2018)
RR
Colorado(11/6/2018)
RR
District of Columbia(1/3/2024)
RR
Florida(3/26/2004)
RR
Georgia(10/12/2007)
RR
Idaho(6/10/2025)
IAR
Illinois(12/17/1997)
RR
Illinois(3/26/2004)
RR
Indiana(1/29/2019)
RR
Kansas(6/8/2023)
RR
Michigan(10/9/2012)
RR
Mississippi(11/8/2024)
RR
Montana(3/7/2025)
RR
New Mexico(6/15/2021)
RR
North Carolina(6/24/2010)
RR
Pennsylvania(9/3/2013)
RR
Rhode Island(11/21/2013)
RR
South Carolina(10/8/2012)
RR
Tennessee(7/14/2023)
RR
Texas(5/25/2018)
RR
Virginia(10/11/2010)
RR
Washington(9/17/2007)
RR
Wisconsin(3/26/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
K&
KINNAMON & ASSOCIATES LTD II
KINNAMON & ASSOCIATES LTD II
CRD#: 106701 / SEC#: 801-39071
RIA
Registered Investment Advisory firm - (2/22/2012 Terminated)Illinois
Registered Investment Advisory firm - (2/8/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
217 N. Northwest Hwy, Barrington, IL 60010
Mailing Address
Phone number
(847) 381-1053
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 387 |
| AUM (Assets Under Management) | $ 99,060,049 |
Red Flags
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Company Information
KINNAMON & ASSOCIATES LTD II
CRD#: 106701Barrington, IL 60010TRUST BUT VERIFY
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