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

Kenneth M. Cherrier

Some features on this profile are disabled
CRD#: 3135567
KC

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 Michael Cherrier, who also goes by Ken Cherrier, was a registered financial professional .

Kenneth is a previously registered financial professional and started their career in finance in 1998. Kenneth had worked at 14 firms and has passed the Series 65, Series 66, Series 99TO, Series 52TO, SIE, Series 7, Series 6, Series 51, Series 53, Series 4, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ken Cherrier

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.
FINRA Arbitrator; investment-related; no address: travel as an arbitrator; can be selected to sit in arbitrations within the FINRA arbitration system; am on a list of possible "industry related" aribrators and must be first selected by FINRA and then not struck by either party; 7/2005; on average, over one year's time, amounts to 1 hour/month (sit on one arbitration every two years); over one year's time, amounts to 1 hour/trading (sit on one arbitration every two years); prep, listen to, and pass a decision on FINRA arbitrations.

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

March 30, 2023 - November 10, 2025

FIDELITY & GUARANTY SECURITIES, LLC

BD
CRD#: 315720
Des Moines, IA
Past

September 19, 2019 - September 16, 2022

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
MINNEAPOLIS, MN
Past

September 18, 2019 - September 16, 2022

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
MINNEAPOLIS, MN
Past

October 13, 2017 - May 2, 2019

COMERICA SECURITIES

RIA
CRD#: 17079
DETROIT, MI
Past

October 11, 2017 - May 2, 2019

COMERICA SECURITIES

BD
CRD#: 17079
DETROIT, MI
Past

November 24, 2014 - May 1, 2017

IVY DISTRIBUTORS, INC.

BD
CRD#: 16496
OVERLAND PARK, KS
Past

February 8, 2010 - May 1, 2017

WADDELL & REED

RIA
CRD#: 866
OVERLAND PARK, KS
Past

February 8, 2010 - May 1, 2017

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

September 25, 2007 - April 6, 2009

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
WOODBURY, MN
Past

May 16, 2006 - August 1, 2007

FINTEGRA, LLC

RIA
CRD#: 16741
MINNEAPOLIS, MN
Past

October 14, 2002 - August 1, 2007

FINTEGRA, LLC

BD
CRD#: 16741
MINNEAPOLIS, MN
Past

February 20, 2001 - October 7, 2002

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

November 3, 2000 - February 12, 2001

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

February 15, 2000 - February 12, 2001

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

February 14, 2000 - December 13, 2000

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

October 19, 1999 - January 31, 2000

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 19, 1999 - January 31, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

November 5, 1998 - September 15, 1999

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD
CRD#: 4205
MINNEAPOLIS, MN

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: 2/24/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/16/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 3/30/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


F&
FIDELITY & GUARANTY SECURITIES, LLC
FIDELITY & GUARANTY SECURITIES CORP. | FIDELITY & GUARANTY SECURITIES, LLC

CRD#: 315720 / SEC#: , 8-70916

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City 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
801 Grand Ave. Suite 2600, Des Moines, IA 50309
Mailing Address
801 Grand Ave. Suite 2600, Des Moines, IA 50309
Phone number
+1 (888) 697-5433
Established
Delaware since 08/16/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FIDELITY & GUARANTY LIFE INSURANCE COMPANYDIRECT OWNER
ANDERSON, STEPHEN FRANCISCHIEF COMPLIANCE OFFICER AND AML OFFICER1181095
BARRETT, RONALD JOHN JRDIRECTOR2480222
CANTONWINE, TESSA ELIZABETHSECRETARY5626630
OLSON, THOMAS GCHIEF EXECUTIVE OFFICE AND DIRECTOR2393888
PHELPS, JOHN ADIRECTOR5664815
RIP, OLGAFINOP PRINCIPAL, PRINCIPAL OPERATIONS OFFICER, AND PRINCIPAL FINANCIAL OFFICER5440553

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


FIDELITY & GUARANTY SECURITIES, LLC

CRD#: 315720

TRUST BUT VERIFY

Monitor Kenneth Cherrier

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
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
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