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KK

Ken Kamada

KAMADA INVESTMENT MANAGEMENT
Bellevue, WA
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CRD#: 4069472
KK

Professional summary


Ken Kamada is a registered financial advisor currently at KAMADA INVESTMENT MANAGEMENT located in Bellevue, Washington.

Ken is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ken has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

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.
Harvey Partners (non investment related), 3240 Carillon Point, Kirkland, WA 98033, Consulting Firm, CFO, 4/1/2018, 25 hours/month, 1-2 hours/day, Part-time CFO to Harvey Partner owned private companies. AboutGolf; CEO; Investment Related: No; 5105 Carillon Point, Kirkland, WA 98033; Duties: Manage A Leadership Team Of 4. Previously To May 2021, I Was Advising Aboutgolf Through Harvey Partners, Where I Am A Partner Of The Family Office. The Board Of Directors Decided To Promote Me To CEO To Lead The Next Phase Of The Business. The Hours ~ 15 Per Week Will Remain The Same As Before Advising The Company.; 2021-05-06; Hours Devoted To Business During Trading Hours: 2; Hours Devoted To Business Outside Trading Hours: 2; Percentage Of Total Yearly Compensation Expected To Be Derived From The Business: 0; Investino, Inc.; Co Founder; Investment Related; Location: 10450 SE 14th St Bellevue WA 98004; Description: Mobile App for parents and friends to invest for their children. Fintech mobile application. Co-founder is CTO and developing the entire application.; Responsibilities Duties: Business development; Start date: 2024-06-07; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1. Citian; CFO; Non Investment Related; Citian Washington DC 20003; Description: Infrastructure Software as a Service; Responsibilities Duties: CFO; 2024-11-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 30. AboutGOLF; CEO; Non Investment Related; aboutGOLF Maumee OH 43537; Description: Golf simulator software and hardware; Responsibilities Duties: Operating the business; 2018-01-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 25 . Investino, Inc.; Co-Founder; Non Investment Related; Investino, Inc Bellevue WA 98004; Description: Mobile application for children; Responsibilities Duties: Product Development; 2024-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5. Athennian; Advisor; Non Investment Related; Athennian Calgary AB T2R0C3 Canada; Description: Legal Software as a Service Startup; Responsibilities Duties: Advising on corporate financial matters; 2017-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1. Bamboo Technologies; Board of Directors; Non Investment Related; Bamboo Technologies Seattle WA 98101; Description: Growth marketing agency; Responsibilities Duties: Board of Director; 2014-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ken Kamada'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®
None

Experience


Current

September 2, 2011 - Present

KAMADA INVESTMENT MANAGEMENT

RIA
CRD#: 158620
Bellevue, WA
Past

September 19, 2008 - July 1, 2011

HELM CAPITAL MANAGEMENT

RIA
CRD#: 123174
SEATTLE, WA
Past

October 21, 2002 - September 27, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
BELLEVUE, WA
Past

January 6, 2000 - September 27, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
BELLEVUE, WA

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
Washington
(9/2/2011)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/13/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 4/20/2005
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


KI
KAMADA INVESTMENT MANAGEMENT
KAMADA INVESTMENT MANAGEMENT | KAMADA, LLC | KAMADA INVESTMENT MANAGEMENT, LLC

CRD#: 158620 / SEC#:

Washington
Registered Investment Advisory firm - (9/2/2011 Approved)
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Contact information


Main Address
Bellevue, WA
Mailing Address
Phone number
(425) 442-1809
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts19
AUM (Assets Under Management)$ 11,030,136

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


KAMADA INVESTMENT MANAGEMENT

CRD#: 158620Bellevue, WA

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