Kenneth Park

THINK WEALTH

Los Angeles, CA

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CRD#: 7896520

Professional summary

Kenneth Park is a registered financial advisor currently at THINK WEALTH, LLC located in Los Angeles, California.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kenneth has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Think Wealth Asset LLC Address: 801 S. Grand Ave Los Angeles, CA 90017 Type of Business: Real Estate Property Investment & Management (Investment-Related) Position: Managing Partner Start Date: 07/07/2023 Approximate Number of Hours: 4 Hours a week Duty: Operation & Managment

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Park'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

May 28, 2024 - Present

THINK WEALTH, LLC

RIA

CRD#: 293236

Los Angeles, CA

Past

May 15, 2024 - May 28, 2024

MONT BLANC ASSET, INC.

RIA

CRD#: 154853

La Canada, 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
(5/28/2024)

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

State Security Law Exam

IAR

Series 65

Date: 5/15/2024

Uniform Investment Adviser Law Examination

Current Firm

THINK WEALTH, LLC

THINK WEALTH, LLC | THINKWEALTH, LLC | THINKWEALTH, INC

CRD#: 293236 / SEC#:

California

Registered Investment Advisory firm - (8/16/2018 Approved)

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Contact information

Main Address

27018 Monterey Ave, Valencia, CA 91355

Mailing Address

Phone number

(925) 202-6000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 4,450,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kenneth Park

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Park's CRS (Customer Relationship Summary).

Certified licenses

Experience

THINK WEALTH, LLC

MONT BLANC ASSET, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2024

Current Firm

THINK WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THINK WEALTH, LLC

TRUST BUT VERIFY

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