Kenneth Paul Schroeder
Professional Summary
Kenneth Paul Schroeder, who also goes by Kenneth Schroeder, is a registered financial advisor currently at ESTATE PERFORMANCE ADVISORS L.L.C. located in Brighton, Michigan. Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kenneth has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kenneth Schroeder
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Videos & Posts
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Contact Information
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
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Disclosures on record.
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Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ESTATE PERFORMANCE ADVISORS L.L.C. | ESTATE PRESERVATION ADVISORS
Contact Information
Main Address
8571 W. Grand River Ave. Ste. 800, Brighton, MI 48116Phone Number
(248) 427-0240# of Employees
4Documents
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(3/21/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Paul Schroeder's CRS (Customer Relationship Summary).
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LIGHTSQUARE WEALTH MANAGEMENT, LLC