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KZ

Kenneth C. Zehnder

A B L E WEALTH MANAGEMENT SOLUTIONS LLC
Ann Arbor, MI 48108
Some features on this profile are disabled
CRD#: 5589419
KZ

Professional summary


Kenneth Charles Zehnder, who also goes by Ken Zehnder, Kenneth C Zehnder, is a registered financial advisor currently at A B L E WEALTH MANAGEMENT SOLUTIONS LLC located in Ann Arbor, Michigan.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kenneth has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ken Zehnder | Kenneth C Zehnder

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 Kenneth Charles Zehnder'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®
None

Experience


Current

March 28, 2019 - Present

A B L E WEALTH MANAGEMENT SOLUTIONS LLC

Office #1: 3380 Travis Pointe Road Suite E, Ann Arbor, MI 48108
RIA
CRD#: 301257
Ann Arbor, MI
Past

November 24, 2014 - February 1, 2019

WADDELL & REED

RIA
CRD#: 866
ANN ARBOR, MI
Past

November 21, 2014 - February 1, 2019

WADDELL & REED

BD
CRD#: 866
ANN ARBOR, MI
Past

May 10, 2011 - November 24, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ANN ARBOR, MI
Past

March 24, 2011 - November 24, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ANN ARBOR, MI
Past

November 13, 2009 - December 7, 2009

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
BRIGHTON, MI
Past

October 13, 2008 - November 13, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
BRIGHTON, MI

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
Florida
(2/11/2022)
IAR
Michigan
(3/28/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/6/2011
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AB
A B L E WEALTH MANAGEMENT SOLUTIONS LLC
A B L E WEALTH MANAGEMENT SOLUTIONS LLC

CRD#: 301257 / SEC#:

Florida
Registered Investment Advisory firm - (2/11/2022 Approved)
Michigan
Registered Investment Advisory firm - (3/28/2019 Approved)
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Contact information


Main Address
3380 Travis Pointe Road Suite E, Ann Arbor, MI 48108
Mailing Address
Phone number
(734) 786-3875
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts90
AUM (Assets Under Management)$ 22,527,477

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


A B L E WEALTH MANAGEMENT SOLUTIONS LLC

CRD#: 301257Ann Arbor, MI 48108

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