Kenneth L. Macdonald

PANORAMA WEALTH ADVISORS

Greenwood Village, CO 80111

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CRD#: 4587179

Professional summary

Kenneth Laird Macdonald JR., who also goes by Kenneth L Macdonald Jr., Kenneth L Macdonald, Kenneth L Macdonald, is a registered financial advisor currently at PANORAMA WEALTH ADVISORS located in Greenwood Village, Colorado and PURSHE KAPLAN STERLING INVESTMENTS located in Greenwood Village, Colorado.

Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Kenneth has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kenneth L Macdonald Jr. | Kenneth L Macdonald | Kenneth L Macdonald

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.

1) Panorama Wealth Advisors dba MacDonald Financial Services. Investment Related. At Registered Location. RIA. Managing Partner/ Advisor. Start Date: 03/2023. 160 hrs/ month; all during trading hours. Financial Planning for Clients, Managing Investments on a discretionary basis 2) MacDonald Financial Services, Inc. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 08/01/2020. 5 hrs/ month; none during trading hours. Provide insurance advice based on the needs of client(s).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Laird Macdonald JR.'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

February 14, 2024 - Present

PANORAMA WEALTH ADVISORS

Office #1: 5619 Dtc Parkway Suite 425, Greenwood Village, CO 80111

RIA

CRD#: 324199

Greenwood Village, CO

Current

August 11, 2020 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 5619 Dtc Parkway Suite 425, Greenwood Village, CO 80111

CRD#: 35747

Greenwood Village, CO

Past

August 12, 2020 - December 31, 2023

INFINIUM INVESTMENT ADVISORS, LLC

RIA

CRD#: 149123

DENVER, CO

Past

April 7, 2006 - August 11, 2020

SPC

RIA

CRD#: 110692

DENVER, CO

Past

September 1, 2004 - August 11, 2020

SIGMA FINANCIAL CORPORATION

CRD#: 14303

DENVER, CO

Past

April 22, 2003 - June 7, 2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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".

PANORAMA WEALTH ADVISORS

MACDONALD FINANCIAL SERVICES, INC. | PANORAMAN WEALTH ADVISORS | PANORAMA WEALTH ADVISORS

CRD#: 324199 / SEC#: 801-127465

RIA

Registered Investment Advisory firm - (3/24/2023 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/11/2020)

Colorado
(8/11/2020)

IAR

Colorado
(2/14/2024)

Florida
(8/11/2020)

Georgia
(10/31/2023)

Michigan
(8/11/2020)

Minnesota
(8/11/2020)

Nevada
(10/21/2020)

North Carolina
(10/21/2020)

Ohio
(8/11/2020)

Oregon
(8/11/2020)

Texas
(8/11/2020)

IAR

Texas
(2/14/2024)

Virginia
(8/11/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/9/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/3/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/4/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/18/2003

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

PANORAMA WEALTH ADVISORS

MACDONALD FINANCIAL SERVICES, INC. | PANORAMAN WEALTH ADVISORS | PANORAMA WEALTH ADVISORS

CRD#: 324199 / SEC#: 801-127465

RIA

Registered Investment Advisory firm - (3/24/2023 Approved)

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Contact information

Main Address

5619 Dtc Parkway Suite 425, Greenwood Village, CO 80111

Mailing Address

Phone number

(720) 356-0779

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	533
AUM (Assets Under Management)	$ 115,085,812

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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Advisor Monitoring

Firm Stability Insights

Kenneth L. Macdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Laird Macdonald JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

INFINIUM INVESTMENT ADVISORS, LLC

SPC

SIGMA FINANCIAL CORPORATION

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

PANORAMA WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/2006

Series 63

Date: 6/3/2003

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/4/2012

Series 6

Date: 4/18/2003

FINRA

Current Firm

PANORAMA WEALTH ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PANORAMA WEALTH ADVISORS

TRUST BUT VERIFY

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