Kevin Montgomery Wenke
CFP®, CLU®Professional Summary
Kevin Montgomery Wenke, CFP®, CLU®, who also goes by Kevin M Wenke, Kevin Wenke, was a registered financial advisor. Kevin was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kevin had worked at 6 firms and has passed the Series 66, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kevin M Wenke, Kevin Wenke
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2003About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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