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Carl K. Nemenz

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CRD#: 346425
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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.

Carl Kenneth Nemenz was a registered financial professional .

Carl is a previously registered financial professional and started their career in finance in 1969. Carl had worked at 11 firms and has passed the Series 63, SIE, Series 1, Series 28, Series 4, Series 24 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
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

March 10, 2000 - December 31, 2007

FOURTH STREET PERFORMANCE PARTNERS, INC.

RIA
CRD#: 107339
CINCINNATI, OH
Past

March 3, 1992 - March 27, 2015

FOURTH STREET FINANCIAL GROUP, INC.

BD
CRD#: 29704
CINCINNATI, OH
Past

December 11, 1991 - February 28, 1992

J. D. SEIBERT & COMPANY, INC.

BD
CRD#: 7884
CINCINNATI, OH
Past

September 4, 1990 - December 7, 1991

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 19, 1983 - August 23, 1984

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
Past

October 9, 1975 - September 4, 1990

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

March 31, 1975 - July 6, 1979

ILG SECURITIES CORPORATION

BD
CRD#: 422
Past

September 5, 1974 - March 26, 1979

ALMSTEDT BROTHERS, INC.

BD
CRD#: 31
Past

July 6, 1972 - June 15, 1974

VERCOE & COMPANY, INC.

BD
CRD#: 855
Past

December 3, 1970 - July 28, 1972

W D GRADISON & COMPANY

BD
CRD#: 1000002
Past

June 17, 1969 - January 2, 1971

BACHE & CO INCORPORATED

BD
CRD#: 7058

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
RR
Series 63
Date: 11/10/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/16/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 28
Date: 2/12/1992
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 10/9/1975
NYSE Branch Manager Examination

Current Firm


FS
FOURTH STREET PERFORMANCE PARTNERS, INC.
FOURTH STREET FINANCIAL ADVISORS INC | FOURTH STREET PERFORMANCE PARTNERS, INC. F/K/A FOURTH STREET FINANCIAL ADVISORS, INC. AND ASSET PERFORMANCE PARTNERS,LLC | FOURTH STREET PERFORMANCE PARTNERS, INC.

CRD#: 107339 / SEC#: 801-41524

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Contact information


Main Address
211 Garrard Street, Covington, KY 41011
Mailing Address
Phone number
(859) 491-5556
Established
Firm type
Fiscal year end
# of Employees
14

Documents


Latest Form ADV

Part 2 Brochures

ADV II 2024 (3/18/2024)

Regulatory assets under management


Total Number of Accounts107
AUM (Assets Under Management)$ 4,834,220,381

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


FOURTH STREET PERFORMANCE PARTNERS, INC.

CRD#: 107339

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