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BK

Brian R. Kenney

KENNEY INVESTMENTS
Northfield, IL 60093
Some features on this profile are disabled
CRD#: 4344405
BK

Professional summary

Brian Robert Kenney is a registered financial advisor currently at KENNEY INVESTMENTS INC located in Northfield, Illinois.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brian has worked at 1 firm .

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Robert Kenney'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®
None

Experience

Current

April 11, 2023 - Present

KENNEY INVESTMENTS INC

Office #1: One Northfield Plaza, Ste 505, Northfield, IL 60093
RIA
CRD#: 105665
Northfield, IL
Past

April 11, 2023 - December 31, 2023

KENNEY INVESTMENTS INC

RIA
CRD#: 105665
NORTHFIELD, IL
Past

March 16, 2021 - December 31, 2022

KENNEY INVESTMENTS INC

RIA
CRD#: 105665
NORTHFIELD, IL

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".
KI
KENNEY INVESTMENTS INC
KENNEY INVESTMENTS INC

CRD#: 105665 / SEC#: 801-35528

RIA
Registered Investment Advisory firm - (11/17/1989 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.

Highlighted states indicate IAR registrations

IAR
Arizona
(7/10/2023)
IAR
Illinois
(4/11/2023)

Exams

Current Firm

KI
KENNEY INVESTMENTS INC
KENNEY INVESTMENTS INC

CRD#: 105665 / SEC#: 801-35528

RIA
Registered Investment Advisory firm - (11/17/1989 Approved)
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Contact information

Main Address
One Northfield Plaza, Ste 505, Northfield, IL 60093
Mailing Address
Phone number
(847) 441-2642
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 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

KI ADV PII 032824 (3/28/2025)

Regulatory assets under management

Total Number of Accounts35
AUM (Assets Under Management)$ 332,120,664

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

KENNEY INVESTMENTS INC

CRD#: 105665Northfield, IL 60093

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