KK
Kenneth Kinney
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CRD#: 7989976
KK
Kenneth Kinney
Professional summary
Being a previously registered professional could mean that this person 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.
Kenneth Kinney was a registered financial professional .
Kenneth is a previously registered financial professional and started their career in finance in 2025. Kenneth had worked at 2 firms .
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.
1) KINNEY & COMPANY LLC POSITION: MEMBER NATURE: ACCOUNTING FIRM PROVIDING BOOKEEPING, ACCOUNTING, TAX RETURN PREPARATION AND PLANNING, PREPARATION OF FINANCIAL STATEMENTS, INCLUDNG PREPARATION, COMPILATION AND REVIEW ENGAGMENTS ALONG WITH AUDITS OF NON-PROFITS. FIRM PREPARES INCOME TAX RETURNS FOR INDIVIDUALS AND BUSINESS ALONG WITH ESTATE TAX RETURNS. WE ALSO PREPARE OTHER BUSINESS RETURNS INCLUDING SALES AND PAYROLL TAXES. FIRM CONSULTS WITH CLIENTS ON TAX SAVINGS AND PLANNING MATTERS. WE WORK IN CONJUNCTION WITH ELDERARE AND ESTATE ATTORNEYS FOR ELDER CARE PLANNING. WE PERFORM A NUMBER OF COMMON INTEREST REALTY ASSOCIATIONS AND NOT FOR PROFIT ORGANIZATIONS AUDITS. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/05/2005 ADDRESS: 12 Crown Plaza, SUTIE 103, Hazlet NJ 07730, United States DESCRIPTION: MANAGEMENT AND OVERSITE OF COMPANY, ADMINISTRATIVE FUNCTIONS, PROVIDING GUIDANCE TO EMPLOYEES AND CLIENTS BUSINESS DEVELOPM,ENT, HIRING, REVIEW AND APPROVAL OF ENGAGMENTS. 2) INTEGRATED RETIREMENT SERVICES LLC POSITION: MANAGING MEMBER NATURE: COMPANY WAS SET UP TO LOOK INTO PROVIDING FINANCIAL SERVICES IN THE STATE OF FLORIDA. COMPANY NEVER COMMENCED ACTIVITIES. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2022 ADDRESS: 12 Crown Plaza, SUITE 1, Hazlet NJ 07730, United States DESCRIPTION: COMPANY HAS NEVER STARTED OPERATIONS. DUTIES HAVE BEEN LIMITED TO FILING ANNUAL REPORTS WITH THE STATE OF FLORIDA. 3) INTEGRATED RETIREMENT SERVICES LLC POSITION: MANAGING MEMBER NATURE: COMPANY WAS SET UP TO LOOK INTO PROVIDING FINANCIAL SERVICES IN THE STATE OF FLORIDA. COMPANY NEVER COMMENCED ACTIVITIES. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2022 ADDRESS: 12 Crown Plaza, SUITE 1, Hazlet NJ 07730, United States DESCRIPTION: COMPANY HAS NEVER STARTED OPERATIONS. DUTIES HAVE BEEN LIMITED TO FILING ANNUAL REPORTS WITH THE STATE OF FLORIDA. 4) KINNEY & COMPANY LLC POSITION: MANAGING MEMBER NATURE: ACCOUNTING FIRM PROVIDING BOOKEEPING, ACCOUNTING, TAX RETURN PREPARATION AND PLANNING, PREPARATION OF FINANCIAL STATEMENTS, INCLUDNG PREPARATION, COMPILATION AND REVIEW ENGAGMENTS ALONG WITH AUDITS OF NON-PROFITS INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2006 ADDRESS: 12 Crown Plaza, SUTIE 103, Hazlet NJ 07730, United States DESCRIPTION: MANAGEMENT AND OVERSITE OF COMPANY, ADMINISTRATIVE FUNCTIONS, PROVIDING GUIDANCE TO EMPLOYEES AND CLIENTS BUSINESS DEVELOPM,ENT, HIRING, REVIEW AND APPROVAL OF ENGAGMENTS.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
September 5, 2025 - January 30, 2026
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
HAZLET, NJ
Past
January 28, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Hazlet, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
