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KG

Kennon S. Grose

ASSETBUILDER
ALLEN, TX 75013
Some features on this profile are disabled
CRD#: 4955871
KG

Professional summary

Kennon Stewart Grose is a registered financial advisor currently at ASSETBUILDER, INC. located in Allen, Texas.

Kennon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kennon 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kennon Stewart Grose'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

January 3, 2007 - Present

ASSETBUILDER, INC.

Office #1: 1050 South Central Expy Suite 1140, Allen, TX 75013
RIA
CRD#: 142665
ALLEN, TX

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".
AI
ASSETBUILDER, INC.
ASSETBUILDER, INC.

CRD#: 142665 / SEC#: 801-67404

RIA
Registered Investment Advisory firm - (1/3/2007 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
Texas
(1/3/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/21/2005
Uniform Investment Adviser Law Examination

Current Firm

AI
ASSETBUILDER, INC.
ASSETBUILDER, INC.

CRD#: 142665 / SEC#: 801-67404

RIA
Registered Investment Advisory firm - (1/3/2007 Approved)
PREMIUM
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Contact information

Main Address
1255 West 15th Street Suite 1000, Plano, TX 75075
Mailing Address
Phone number
(972) 535-4040
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (27 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

ADV PART 2 BROCHURE MARCH - 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts1,671
AUM (Assets Under Management)$ 723,566,253

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

ASSETBUILDER, INC.

CRD#: 142665Allen, TX 75013

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