KR
Kenneth B. Ransford
FINESSE FUNDS
BASALT, CO 81621
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CRD#: 4886970
KR
Professional summary
Kenneth Ballard Ransford is a registered financial advisor currently at FINESSE FUNDS, LLC located in Basalt, Colorado.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kenneth has worked at 1 firm and has passed the Series 65 exam.
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.
KEN RANSFORD, P.C., 132 MIDLAND AVENUE, SUITE 3, BASALT, CO 81621. THIS IS A LAW FIRM, AND I AM EMPLOYED AS ITS SOLE ATTORNEY. I OWN 100% OF THE STOCK IN THIS CORPORATION. I AM ALSO A LICENSED CPA IN COLORADO. I CONTINUE TO PRACTICE IN THESE FIELDS AS AN ATTORNEY AND CPA WITH AN EMPHASIS ON TAX MATTERS FOR APPROXIMATELY 40 HOURS PER WEEK DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Ballard Ransford'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®
NoneExperience
Current
February 22, 2005 - Present
FINESSE FUNDS, LLC
Office #1: 132 Midland Avenue Suite 3, Basalt, CO 81621RIA
CRD#: 132640
BASALT, CO
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
Colorado(2/22/2005)
Current Firm
FF
FINESSE FUNDS, LLC
FINESSE FUNDS, LLC
CRD#: 132640 / SEC#:
Colorado
Registered Investment Advisory firm - (2/22/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
132 Midland Avenue, Suite 3, Basalt, CO 81621
Mailing Address
Phone number
(970) 927-1200
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 41,071,515 |
Red Flags
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