Kenneth C. Robinson

KCR WEALTH MANAGEMENT

RESTON, VA 20190

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CRD#: 2918637

Professional summary

Kenneth Corbett Robinson, CFP®, who also goes by Kenneth C. Robinson, is a registered financial advisor currently at KCR WEALTH MANAGEMENT, LLC located in Reston, Virginia.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Kenneth has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Biography

Ken is a leader in the industry. He has taught financial planning courses at VCU, volunteered for the local chapter of the Financial Planning Association (most recently as the President of the Board) and been quoted in several financial publications including The Wall Street Journal, New York Times, and the Washington Post. He has advocated for financial literacy programs in local schools and is active in pro bono financial planning efforts throughout the DC metro area.

Ken graduated from the Virginia Military Institute with a degree in Economics and earned his Master of Science degree in Finance from Georgia State University. Before he entered the financial planning profession, he was a math teacher. His innate desire to help and educate others drives him to assist his clients in understanding the complex financial decisions they face.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Estate Planning

Tax Planning

Do you have an area of expertise or specialization?

Baby Boomers

Business Owners

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Kenneth C. Robinson

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 Corbett Robinson'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^®

Certified Financial Planner

Start date: 2000

Experience

Current

March 28, 2014 - Present

KCR WEALTH MANAGEMENT, LLC

Office #1: 1818 Library St Suite 500, Reston, VA 20190

RIA

CRD#: 170798

RESTON, VA

Past

April 19, 2012 - March 3, 2014

BERNHARDT WEALTH MANAGEMENT, INC.

RIA

CRD#: 109353

MCLEAN, VA

Past

January 14, 2000 - May 30, 2012

THE MONITOR GROUP, INC.

RIA

CRD#: 109589

MCLEAN, VA

Past

August 18, 1997 - August 21, 1998

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

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

Texas
(10/26/2015)

IAR

Virginia
(3/28/2014)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/28/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/28/1997

General Securities Representative Examination

Current Firm

KCR WEALTH MANAGEMENT, LLC

CRD#: 170798 / SEC#:

Texas

Registered Investment Advisory firm - (10/24/2015 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (3/28/2014 Approved)

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Contact information

Main Address

1818 Library Street Suite 500, Reston, VA 20190

Mailing Address

Phone number

(703) 722-2212

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	169
AUM (Assets Under Management)	$ 85,520,215

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Kenneth C. Robinson

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Corbett Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KCR WEALTH MANAGEMENT, LLC

BERNHARDT WEALTH MANAGEMENT, INC.

THE MONITOR GROUP, INC.

CETERA WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/1999

Series 63

Date: 8/1/1997

Series 7

Date: 7/28/1997

Current Firm

KCR WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KCR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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