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Kenton Wayne Braun

Kenton W. Braun

PERSONAL PROSPERITY
Spring, TX
Some features on this profile are disabled
CRD#: 7242960
Kenton Wayne Braun

Professional summary

Kenton Wayne Braun, CFP®, who also goes by Kenton Braun, is a registered financial advisor currently at PERSONAL PROSPERITY LLC located in Spring, Texas.

Kenton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kenton has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kenton Braun

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 Kenton Wayne Braun'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®

Certified Financial Planner

Start date: 2023

Experience

Current

March 10, 2021 - Present

PERSONAL PROSPERITY LLC

RIA
CRD#: 313044
Spring, TX
Past

September 21, 2021 - November 7, 2022

FAIRBANKS FINANCIAL WEALTH MANAGEMENT

RIA
CRD#: 114551
Spring, TX
Past

July 27, 2020 - February 25, 2021

FAIRBANKS FINANCIAL WEALTH MANAGEMENT

RIA
CRD#: 114551
BRENHAM, TX

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
Texas
(3/10/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/27/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/26/2019
Securities Industry Essentials Examination

Current Firm

PP
PERSONAL PROSPERITY LLC
B2 INNOVATIONS LLC | PERSONAL PROSPERITY LLC

CRD#: 313044 / SEC#:

Texas
Registered Investment Advisory firm - (3/10/2021 Approved)
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Contact information

Main Address
Spring, TX
Mailing Address
20212 Champion Forest Drive Suite 700 #181, Spring, TX 77379
Phone number
(713) 413-7801
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts50
AUM (Assets Under Management)$ 11,386,487

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

PERSONAL PROSPERITY LLC

CRD#: 313044Spring, TX

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