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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Kenneth Wayne Askew

Kenneth W. Askew

TRUEWEALTH ADVISORS
Huntsville, AL 35805
Some features on this profile are disabled
CRD#: 3195685
Kenneth Wayne Askew

Professional summary

Kenneth Wayne Askew, CFP®, who also goes by Ken Askew, Kenny Askew, is a registered financial advisor currently at TRUEWEALTH ADVISORS, LLC located in Huntsville, Alabama and CETERA WEALTH SERVICES, LLC located in Huntsville, Alabama.

Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Kenneth has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ken Askew | Kenny Askew

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 Wayne Askew's CRS (Customer Relationship Summary).
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: 2013

Experience

Current

March 4, 2021 - Present

TRUEWEALTH ADVISORS, LLC

Office #1: 2707 Artie Street Sw, Building 200 Suite 12, Huntsville, AL 35805Office #2: 623 S Seminary St, Florence, AL 35630
RIA
CRD#: 298838
Huntsville, AL
Current

February 20, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2707 Artie Street Sw Suite 12, Huntsville, AL 35805
BD
CRD#: 13572
Huntsville, AL
Past

October 26, 2009 - March 1, 2021

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
Huntsville, AL
Past

October 22, 2009 - February 20, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
Huntsville, AL
Past

April 16, 2007 - October 21, 2009

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
RUSSELLVILLE, AL
Past

May 10, 2004 - October 21, 2009

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
RUSSELLVILLE, AL
Past

May 22, 2002 - May 13, 2004

LPL FINANCIAL LLC

RIA
CRD#: 6413
RUSSELLVILLE, AL
Past

May 21, 2002 - May 13, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

May 4, 1999 - May 22, 2002

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUEWEALTH ADVISORS, LLC
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT

CRD#: 298838 / SEC#: 801-114236

RIA
Registered Investment Advisory firm - (10/31/2018 Approved)

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

IAR
Alabama
(3/4/2021)
RR
Alabama
(2/20/2025)
RR
Arkansas
(2/20/2025)
RR
California
(2/20/2025)
RR
Florida
(2/20/2025)
RR
Georgia
(2/20/2025)
RR
Louisiana
(2/20/2025)
RR
Michigan
(2/20/2025)
RR
North Carolina
(2/20/2025)
RR
Ohio
(2/20/2025)
RR
Pennsylvania
(2/20/2025)
RR
South Carolina
(2/20/2025)
RR
Tennessee
(2/20/2025)
RR
Texas
(2/20/2025)
RR
Virginia
(2/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/17/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/5/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/3/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/19/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TA
TRUEWEALTH ADVISORS, LLC
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT

CRD#: 298838 / SEC#: 801-114236

RIA
Registered Investment Advisory firm - (10/31/2018 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2000 Southlake Park Suite 200, Hoover, AL 35244
Mailing Address
Phone number
(205) 588-4800
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (12 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRUEWEALTH ADVISORS, LLC - ADV PART 2A (3/18/2026)

Regulatory assets under management

Total Number of Accounts1,614
AUM (Assets Under Management)$ 547,498,774

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

TRUEWEALTH ADVISORS, LLC

CRD#: 298838Huntsville, AL 35805

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