Ken Roberts, Crps®

Ken Roberts, Crps® Email and Phone Number

Founding Partner, Private Wealth Advisor @ NobleVest Private Wealth
Ken Roberts, Crps®'s Location
Springfield-Branson, Missouri Area, United States, United States
Ken Roberts, Crps®'s Contact Details

Ken Roberts, Crps® work email

Ken Roberts, Crps® personal email

n/a

Ken Roberts, Crps® phone numbers

About Ken Roberts, Crps®

With nearly 30 years in financial services, Ken is a founding partner of NobleVest Private Wealth, an independent wealth management firm created to help successful people and families make impactful decisions about how to better manage their finances.Most recently, Ken was a financial advisor and senior portfolio manager at Morgan Stanley, where he worked with Shweta Agarwal and Geoff Stufflebam. These three partners founded NobleVest in 2021 with a particular focus on working with small business owners and retirees in Southwest Missouri.With his Chartered Retirement Plan Specialist designation, Ken enjoys working closely with his clients to build a financial plan that begins with a detailed analysis and goal setting exercise, which includes financial, healthcare, risk management and legacy planning. Because NobleVest is an independent firm, Ken can advise his clients on all their financial assets no matter where they are held.Ken manages portfolios tactically in order to produce more consistent results, utilizing several macro professionals to guide and inform his choices. To complement his public market models, Ken believes in using private investments, where a lack of liquidity has led to above market returns over time, while reducing volatility. NobleVest’s open architecture allows Ken to access the best wealth managers available on behalf of his clients.Family and faith serve as a cornerstone for everything Ken does. He and his wife Teresa are active in their community. He serves on the board of Eden Village, whose mission is to eradicate chronic homelessness in Springfield. Ken is also an active participant in the East Sunshine Church of Christ and the many ways it serves the community.Outside of office hours, the bulk of Ken’s energy goes into spending time with his three grandchildren, a girl and twin boys.

Ken Roberts, Crps®'s Current Company Details
NobleVest Private Wealth

Noblevest Private Wealth

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Founding Partner, Private Wealth Advisor
Ken Roberts, Crps® Work Experience Details
  • Noblevest Private Wealth
    Founding Partner, Private Wealth Advisor
    Noblevest Private Wealth Oct 2021 - Present
    Springfield, Missouri, Us
  • Morgan Stanley
    Vice President | Portfolio Manager | Crps® |Financial Advisor
    Morgan Stanley Jan 2012 - Oct 2021
    As an Advisor who is also a Chartered Retirement Plan Specialist I focus on retirement plan solutions that are uniquely tailored to each individual company. As an experienced 401(k) Advisor at Morgan Stanley, I continuously outline and implement better processes for 401(k) plans, to help improve the results and increase the odds that my clients and their employees can achieve their financial goals.© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
  • Bank Of Bolivar
    Financial Advisor
    Bank Of Bolivar 1998 - 2012
    Built a network of relationships with loan officers, tellers, and bank management, providing financial strategies and products for investments, asset management and retirement planning.
  • Bolivar Investment Services
    President
    Bolivar Investment Services 1998 - 2012
    Responsible for managing the investment area for a local community bank with 4 branches. Trained advisors and bank personnel, held regular board meetings, oversaw compliance and advertising budget, responsible for achieving bank's projected the income goals. Held a Series 7, 63 and 24 license.Direct reports included CPAs, Financial Advisors, and Administrative Assistants.
  • Lpl Financial
    Financial Advisor
    Lpl Financial 1999 - 2011
    Created a start up book of business through bank referrals and industry-related networking relationships.
  • American Diabetes Association
    Leadership Board
    American Diabetes Association 2008 - 2009
    Responsible for raising capital for American Diabetes Association. Fund raising efforts were used primarily to send children, suffering from diabetes, to summer camp. Helped organize fund raising events such as "Big ADA Gala" and "ADA Annual Walk Event".
  • American Express
    Financial Consultant
    American Express 1994 - 1998
    Built a financial planning and assets management business through grassroots marketing strategies of networking and cold calling. Held series 7, and 65 license.
  • Medline Industries, Inc.
    Sales Manager
    Medline Industries, Inc. 1987 - 1994
    Managed medical device sales representatives in Kansas City and Wichita territories. Responsible for sales to hospitals and medical supply dealers.

Ken Roberts, Crps® Skills

Sales

Ken Roberts, Crps® Education Details

  • Texas A&M University
    Texas A&M University
    Finance
  • Levelland High School
    Levelland High School
    College Preparatory

Frequently Asked Questions about Ken Roberts, Crps®

What company does Ken Roberts, Crps® work for?

Ken Roberts, Crps® works for Noblevest Private Wealth

What is Ken Roberts, Crps®'s role at the current company?

Ken Roberts, Crps®'s current role is Founding Partner, Private Wealth Advisor.

What is Ken Roberts, Crps®'s email address?

Ken Roberts, Crps®'s email address is ke****@****ley.com

What is Ken Roberts, Crps®'s direct phone number?

Ken Roberts, Crps®'s direct phone number is (888) 454*****

What schools did Ken Roberts, Crps® attend?

Ken Roberts, Crps® attended Texas A&m University, Levelland High School.

What are some of Ken Roberts, Crps®'s interests?

Ken Roberts, Crps® has interest in The Stock Market, Helping Others, Traveling To The Lake And On Vacations, Community Involvement.

What skills is Ken Roberts, Crps® known for?

Ken Roberts, Crps® has skills like Sales.

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