John K. Link

LINK FINANCIAL

Dallas, TX

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CRD#: 4459284

Professional summary

John Kenneth Link, CFP®, who also goes by Ken Link, is a registered financial advisor currently at LINK FINANCIAL CORPORATION located in Dallas, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ken Link

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.

I AM PRESIDENT OF LINK FINANCIAL SERVICES CORPORATION, WHICH IS OPERATED BY MY WIFE WHO IS A CONSULTANT FOR NON-PROFIT ORGANIZATIONS AND FOR FAMILIES WHO NEED ASSISTANCE IN COLLEGE SELECTION AND ADMISSION. THE BUSINESS IS NOT INVESTMENT RELATED. THE CURRENT ADDRESS IS 17304 PRESTON ROAD, SUITE 615, DALLAS, TEXAS, WHICH IS WHERE THE FINANCIAL RECORDS ARE KEPT. THE ACTUAL BUSINESS OF CLIENT MEETINGS AND COMMUNICATION IS OPERATED OUT OF OUR RESIDENCE, 6432 BARKWOOD LANE, DALLAS, TEXAS. THE BUSINESS WAS INCORPORATED ON JULY 7, 1987. THE ONLY REVENUE HAS COME FROM THE ABOVE BUSINESS AREAS. I DEVOTE LESS THAN 10 HOURS PER WEEK TO THIS BUSINESS, ONLY A NEGLIGIBLE AMOUNT OF TIME SPENT DURING SECURITIES TRADING HOURS. MY DUTIES ARE AS A BUSINESS MANAGER AND BOOKKEEPER, ALTHOUGH, AS PRESIDENT, I ALSO HAVE TAX AND OTHER COMPLIANCE RESPONSIBILITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Kenneth Link'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®

CFP^®

Certified Financial Planner

Start date: 1991

Experience

Current

January 18, 2022 - Present

LINK FINANCIAL CORPORATION

RIA

CRD#: 115570

Dallas, TX

Past

June 28, 2004 - December 31, 2021

LINK FINANCIAL CORPORATION

RIA

CRD#: 115570

DALLAS, TX

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

Texas
(1/18/2022)

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

Current Firm

LINK FINANCIAL CORPORATION

CRD#: 115570 / SEC#: 801-69632

RIA

Registered Investment Advisory firm - (6/11/2012 Terminated)

Texas

Registered Investment Advisory firm - (1/18/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Dallas, TX

Mailing Address

Phone number

(214) 686-6585

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 10,771,276

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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John K. Link

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Kenneth Link's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINK FINANCIAL CORPORATION

LINK FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Current Firm

LINK FINANCIAL CORPORATION

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LINK FINANCIAL CORPORATION

TRUST BUT VERIFY

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