KB
Kenneth A. Blattenbauer
KINGSTONE CAPITAL PARTNERS TEXAS
FRISCO, TX 75034
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CRD#: 5364643
KB
Professional summary
Kenneth Anthony Blattenbauer JR, who also goes by Kenneth Anthony Blattenbauer, is a registered financial advisor currently at KINGSTONE CAPITAL PARTNERS TEXAS, LLC located in Frisco, Texas.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kenneth has worked at 6 firms and has passed the Series 63, Series 66, SIE, Series 22, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kenneth Anthony Blattenbauer
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.
MEMBER OF KINGSTONE CAPITAL PARTNERS TEXAS, LLC; INVESTMENT RELATED; DALLAS, TEXAS 75219; REGISTERED INVESTMENT ADVISOR; START DATE 10/2015; DUTIES: CEO AND CCO; DEVOTES APPROX. 160 HOURS PER MONTH, INCLUDING 7.5 HOURS DURING TRADING HOURS. MEMBER OF KINGSTONE PARTNERS HOLDINGS 1 LLC; NON-INVESTMENT RELATED; WILMINGTON, DE 19808; START DATE 06/2015; HOLDING COMPANY FOR KINGSTONE CAPITAL PARTNERS TEXAS, LLC; DEVOTES APPROX. 5 HOURS PER MONTH, INCLUDING 0 HOURS DURING TRADING HOURS. DUTIES: MEMBER; MEMBER OF KINGSTONE INSURANCE C0. (VIA OWNERSHIP OF KINGSTONE HOLDINGS 1 LLC); NON-INVESTMENT RELATED; DALLAS, TX 75219; GENERAL INSURANCE AGENCY; 10 HOURS PER MONTH, MOST OF WHICH WILL NOT OCCUR DURING SECURITY TRAINING HOURS; PROVIDES LIFE INS. AND PRODUCTS. INSURANCE AGENT (LICENSE #0F87353) LICENSED WITH MIDLAND NATIONAL LIFE INSURANCE CO. (START DATE 10/2015)(LOCATED IN SIOUX FALLS, SD) AND OHIO NATIONAL INSURANCE CO. (START DATE 4/2017)(LOCATED IN CINCINNATI, OH); INSURANCE AGENT; DEVOTES APPROX. 20 HOURS PER MONTH; MOST OF THESE HOURS WILL NOT OCCUR DURING TRADING HOURS. MEMBER OF KINGSTONE FAMILY OFFICE SERVICES; DBA KINGSTONE FAMILY ENTERPRISES (VIA OWNERSHIP OF KINGSTONE HOLDINGS 1); NON-INVESTMENT RELATED; DALLAS, TEXAS 75219, START DATE 10/2016, DUTIES: MEMBER; DEVOTES APPROX. 1O HOURS PER MONTH, MOST OF THESE WILL NOT OCCUR DURING TRADING HOURS MEMBER OF KINGSTONE PRIVATE ADVIOSRS (VIA OWNERSHIP OF KINGSTONE HOLDINGS 1 LLC); NON-INVESTMENT RELATED; DALLAS, TEXAS 75219, START DATE 10/2017; THIS ENTITY PROVIDES FINANCIAL PLANNING TO CLIENTS WHO ARE PLANNING A LIQUIDITY EVENT; DEVOTES APPROX. 1O HOURS PER MONTH, MOST OF THESE WILL NOT OCCUR DURING TRADING HOURS. MEMBER OF KINGSTONE REAL ESTATE (VIA OWNERSHIP OF KINGSTONE HOLDINGS 1 LLC); NON-INVESTMENT RELATED; DALLAS, TEXAS 75219; START DATE 10/2017; PASS THROUGH ENTITY FOR ACCOUNT PURPOSES; 2 HOURS PER MONTH ALL WHICH WILL OCCUR OUTSIDE TRADING HOURS. MEMBER AND MANAGER OF KB SQUARED INVESTMENTS, LLC; NON-INVESTMENT RELATED; 5900 BALCONES DR STE 100 AUSTIN, TEXAS 75219; START DATE 07/2019; 2 HOURS PER MONTH ALL WHICH WILL OCCUR OUTSIDE TRADING HOURS. MEMBER AND MANAGER OF FIRETHORN ALTERNATIVE EQUITY, LLC; INVESTMENT RELATED; 10601 CLARENCE DR., SUITE 250, FRISCO, TEXAS 75033; START DATE 03/2023; 1 HOUR PER MONTH ALL WHICH WILL OCCUR OUTSIDE TRADING HOURS. ANTICIPATED TO SERVE AS PRIVATE FUND VEHICLE. MEMBER AND MANAGER OF FIRETHORN INVESTMENT ADVISORY, LLC; INVESTMENT RELATED; 10601 CLARENCE DR., SUITE 250, FRISCO, TEXAS 75033; START DATE 03/2023; 1 HOUR PER MONTH ALL WHICH WILL OCCUR OUTSIDE TRADING HOURS. ANTICIPATED TO SERVE AS EXEMPT REPORTING ADVISER TO FIRETHORN ALTERNATIVE EQUITY LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Anthony Blattenbauer JR'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
January 5, 2018 - Present
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
Office #1: 6160 Warren Parkway Suite 100, Frisco, TX 75034RIA
CRD#: 281593
FRISCO, TX
Past
August 8, 2016 - June 7, 2019
EMERSON EQUITY LLC
BD
CRD#: 130032
Adison, TX
Past
November 18, 2015 - December 31, 2017
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
RIA
CRD#: 281593
DALLAS, TX
Past
May 23, 2014 - September 21, 2015
ADVANCED PRACTICE ADVISORS, LLC
RIA
CRD#: 154084
LA QUINTA, CA
Past
August 6, 2012 - February 12, 2014
DLK INVESTMENT MANAGEMENT
RIA
CRD#: 149096
SAN DIEGO, CA
Past
June 1, 2009 - August 17, 2012
MORGAN STANLEY
RIA
CRD#: 149777
SAN DIEGO, CA
Past
June 1, 2009 - August 17, 2012
MORGAN STANLEY
BD
CRD#: 149777
SAN DIEGO, CA
Past
October 26, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
NEW YORK, NY
Past
August 24, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
NEW YORK, NY
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".
KC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC | LENANDER FINANCIAL ADVISORY
CRD#: 281593 / SEC#: 801-119503
RIA
Registered Investment Advisory firm - (9/22/2020 Approved)Arizona
Registered Investment Advisory firm - (5/1/2019 Terminated)California
Registered Investment Advisory firm - (10/30/2020 Terminated)Colorado
Registered Investment Advisory firm - (10/19/2020 Terminated)Florida
Registered Investment Advisory firm - (9/30/2020 Terminated)Texas
Registered Investment Advisory firm - (9/30/2020 Terminated)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
California(1/31/2018)
IAR
Colorado(4/28/2020)
IAR
Minnesota(6/30/2023)
IAR
Texas(1/5/2018)
IAR
Wisconsin(7/6/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC | LENANDER FINANCIAL ADVISORY
CRD#: 281593 / SEC#: 801-119503
RIA
Registered Investment Advisory firm - (9/22/2020 Approved)Arizona
Registered Investment Advisory firm - (5/1/2019 Terminated)California
Registered Investment Advisory firm - (10/30/2020 Terminated)Colorado
Registered Investment Advisory firm - (10/19/2020 Terminated)Florida
Registered Investment Advisory firm - (9/30/2020 Terminated)Texas
Registered Investment Advisory firm - (9/30/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6160 Warren Parkway Suite 100, Frisco, TX 75034
Mailing Address
Phone number
(866) 361-1600
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 439 |
| AUM (Assets Under Management) | $ 158,051,622 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CRD#: 281593Frisco, TX 75034TRUST BUT VERIFY
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