Kenneth A. Cornutt
WESTSIDE FINANCIAL ADVISORS LLC
Los Angeles, CA 90049
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CRD#: 7002230
Professional summary
Kenneth Adrian Cornutt, CFP®, who also goes by Ken Cornutt, Kenneth Cornutt, Kenny Cornutt, is a registered financial advisor currently at WESTSIDE FINANCIAL ADVISORS LLC located in Los Angeles, California.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kenneth has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
Biography
Ken Cornutt founded Westside Financial as a response to the growing need for financial services in Southern California. A Certified Public Accountant since 2008, and a CERTIFIED FINANCIAL PLANNER™, he is a member of NAPFA, the Financial Planning Association, and the AICPA.
As a Seattle native, he started his career at a Big 4 firm where he worked alongside a broad range of clientele that included everything from Venture Capital to Fortune 100 companies. He then transitioned to Los Angeles, where he assisted a growing start-up’s initial push towards IPO. After working in corporate finance and tax departments for several years, including time spent as CFO, he started Westside Financial.
Ken believes the success of Westside Financial is deeply embedded in the success of his clients. This creates a deep interest in building long-term relationships and a genuine desire to participate in the success of others.
He currently resides in the Brentwood neighborhood of West Los Angeles, California.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Insurance Planning
Employee and Employer Plan Ben...
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Corporate Executives
Professional Athletes or Enter...
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Ken Cornutt | Kenneth Cornutt | Kenny Cornutt
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.
Kenneth Cornutt is the Owner of Westside Tax and Accounting Services. This activity accounts for approximately 100% of his time during trading hours. Westside Financial is a subsidiary of Westside Tax and Accounting Services. Westside Financial does not have signatory authority on client accounts.Westside Financial does not receive compensation for Client referrals. We do not have any conflicts of interest with any outside party.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Adrian Cornutt'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®
CFP®
Start date: 2018
Experience
Current
May 14, 2020 - Present
WESTSIDE FINANCIAL ADVISORS LLC
Office #1: 814 South Westgate Ave Suite 270, Los Angeles, CA 90049RIA
CRD#: 308953
Los Angeles, CA
Past
November 20, 2018 - April 22, 2020
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Los Angeles, CA
Past
August 30, 2018 - May 19, 2020
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Los Angeles, CA
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(5/14/2020)
IAR
Texas(5/24/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/8/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
WESTSIDE FINANCIAL ADVISORS LLC
WESTSIDE FINANCIAL | WESTSIDE TAX AND ACCOUNTING SERVICES | WESTSIDE FINANCIAL ADVISORS LLC
CRD#: 308953 / SEC#:
California
Registered Investment Advisory firm - (5/14/2020 Approved)Texas
Registered Investment Advisory firm - (5/24/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
814 South Westgate Ave Suite 270, Los Angeles, CA 90049
Mailing Address
Phone number
(310) 777-1120
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 3,250,000 |
Red Flags
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