Kenneth D. Eichenbaum

WITTENBERG INVESTMENTS

SOUTHFIELD, MI 48076

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CRD#: 4208858

Professional summary

Kenneth David Eichenbaum, who also goes by Kenneth David Eilhenbaum, Kenneth D Eichenbaum, is a registered financial advisor currently at WITTENBERG INVESTMENTS INC. located in Southfield, Michigan.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kenneth has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kenneth David Eilhenbaum | Kenneth D Eichenbaum

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.

InfuSystem Holdings Rochester Hills, MI Board Director Since 05/2024 Not Investment Related Anesthesia Associates of Ann Arbor Pontiac MI Physician Since 2021 Not Investment Related Corewell Health/Beaumont Health System Royal Oak MI Physician Since 2017 Not Investment Related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth David Eichenbaum'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

May 7, 2021 - Present

WITTENBERG INVESTMENTS INC.

Office #1: 2 Towne Square Suite 950, Southfield, MI 48076

RIA

CRD#: 297615

SOUTHFIELD, MI

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

Michigan
(5/7/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/7/2021

Uniform Investment Adviser Law Examination

Current Firm

WITTENBERG INVESTMENTS INC.

CRD#: 297615 / SEC#:

Florida

Registered Investment Advisory firm - (9/23/2021 Approved)

Michigan

Registered Investment Advisory firm - (7/24/2018 Approved)

Texas

Registered Investment Advisory firm - (7/19/2018 Conditional Restricted)

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Contact information

Main Address

2 Towne Square Suite 950, Southfield, MI 48076

Mailing Address

Phone number

(248) 202-4470

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 77,655,180

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.

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Kenneth D. Eichenbaum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth David Eichenbaum's CRS (Customer Relationship Summary).

Certified licenses

Experience

WITTENBERG INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2021

Current Firm

WITTENBERG INVESTMENTS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WITTENBERG INVESTMENTS INC.

TRUST BUT VERIFY

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