AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KW

Kenneth D. Wilke

Some features on this profile are disabled
CRD#: 3073937
KW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kenneth Dale Wilke, who also goes by Ken Wilke, Kenneth D Wilke, Kenny Wilke, was a registered financial professional .

Kenneth is a previously registered financial professional and started their career in finance in 1998. Kenneth had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 26 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ken Wilke | Kenneth D Wilke | Kenny Wilke

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 27, 2009 - July 3, 2018

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

July 14, 2006 - November 2, 2007

FIRST INDEPENDENT ADVISORY SERVICES, INC.

RIA
CRD#: 132678
DALLAS, TX
Past

February 24, 2006 - November 2, 2007

FIRST INDEPENDENT FINANCIAL SERVICES, INC.

BD
CRD#: 128904
TULSA, OK
Past

February 12, 2004 - November 29, 2005

NAVIGATOR SECURITIES LIMITED

BD
CRD#: 22373
OMAHA, NE
Past

August 31, 2001 - July 21, 2003

BENCHMARK SECURITIES GROUP, INC.

BD
CRD#: 103760
OKLAHOMA CITY, OK
Past

September 15, 2000 - January 24, 2001

BENCHMARK SECURITIES GROUP, INC.

BD
CRD#: 103760
OKLAHOMA CITY, OK
Past

August 3, 1998 - January 14, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/13/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/13/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AB
ADP BROKER-DEALER, INC.
ADP BROKER-DEALER, INC.

CRD#: 37693 / SEC#: , 8-47885

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
One Adp Boulevard, Roseland, NJ 07068-1786
Mailing Address
71 Hanover Road Ms - 580, Florham Park, NJ 07932
Phone number
(973) 712-2316
Established
New Jersey since 07/12/1994
Firm type
Corporation
Fiscal year end
June
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ADP ATLANTIC, LLCSHAREHOLDER
BARRENECHEA, PATRICIA MARGOTFINOP1715189
BLAKE, JAMES PATRICKPRESIDENT, DIRECTOR3078844
BOYLE, JAMES RICHARDAML OFFICER3137180
DOSPASSOS-KRIEG, KRISTIN ANNEDIRECTOR3079254
HANLEY, JUANITA DAVIDACHIEF COMPLIANCE OFFICER, VICE PRESIDENT5217439
HODGES, JEFFRY AARONDIRECTOR5865575
HUREAU, MICHAEL RAYDIRECTOR5990787
MCCUE, TERRANCERISK MANAGEMENT OFFICER7259942

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.

Company Information


ADP BROKER-DEALER, INC.

CRD#: 37693

TRUST BUT VERIFY

Monitor Kenneth Wilke

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics