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Kenneth Carson Dupre

Kenneth Carson Dupre

CFP®, ChFC®
CRD# 6609436·Registered 2018 - 2023
Previously Registered: Being a previously registered professional could mean that Kenneth is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Kenneth Carson Dupre, CFP®, ChFC®, who also goes by Kenny Carson Dupre, was a registered financial advisor. Kenneth was a previously registered financial professional and started their career in finance 2018 - 2023. Kenneth had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kenny Carson Dupre

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2019
ChFC®
Chartered Financial Consultant

Years of Experience

8 years in the financial services industry

Current & Past Employments

EIDE BAILLY ADVISORS, LLC·CRD# 113564
RIA
Minneapolis, MN
January 8, 2020 - November 22, 2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER·CRD# 20804
BD
Minneapolis, MN
January 8, 2020 - August 16, 2023
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
Minneapolis, MN
August 13, 2018 - December 26, 2019
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Minneapolis, MN
June 25, 2018 - December 26, 2019

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Current Firm

EB
EIDE BAILLY ADVISORS, LLC

EIDE BAILLY ADVISORS, LLC | LEGACY BUILDERS ADVISORS, LLC | EIDE BAILLY WEALTH

CRD#: 113564 / SEC#: 801-64548

Contact Information

Main Address

345 N. Reid Pl. Ste 400, Sioux Falls, SD 57103

Mailing Address

P.o. Box 2545, Fargo, ND 58108

Phone Number

(605) 339-1999

# of Employees

1

Documents

Latest Form ADV

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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.

1.) EIDE BAILLY FINANCIAL SERVICES - FINANCIAL ADVISOR - DBA NAME FOR MARKETING ONLY - MINNEAPOLIS, MN - SINCE 01/2020 - INVESTMENT RELATED 2.) EIDE BAILLY SECURITIES - N/A - LIMITED BROKER DEALER - MINNEAPOLIS, MN - SINCE 01/2020 - INVESTMENT RELATED 3.) EIDE BAILLY AGENCY/E4 BROKERAGE AGENCY- AGENT - NON-VARIABLE INSURANCE - MINNEAPOLIS, MN - SINCE 01/2020 - INVESTMENT RELATED 4.) EIDE BAILLY ADVISORS - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - MINNEAPOLIS, MN - SINCE 01/2020 - INVESTMENT RELATED 5.) EIDE BAILLY AGENCY - AGENT - NON-VARIABLE INSURANCE - MINNEAPOLIS, MN - SINCE 01/2020 - INVESTMENT RELATED

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2018About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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Kenneth Carson Dupre
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