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Kenneth Main Email & Phone Number

Wealth Advisor, series 7, 6, 65, CRPC at TerraWealth™
Location: Round Rock, Texas, United States 9 work roles 7 schools
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Current company
Role
Wealth Advisor, series 7, 6, 65, CRPC
Location
Round Rock, Texas, United States

Who is Kenneth Main? Overview

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Quick answer

Kenneth Main is listed as Wealth Advisor, series 7, 6, 65, CRPC at TerraWealth™, based in Round Rock, Texas, United States. AeroLeads shows a matched LinkedIn profile for Kenneth Main.

Kenneth Main previously worked as Wealth Management Advisor at Terrawealth™ and Wealth Management Advisor at Primary Financial Care. Kenneth Main studied at See My Home Page For More Information.

Company email context

Email format at TerraWealth™

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TerraWealth™

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Profile bio

About Kenneth Main

After a protracted period of time I am returning to the workforce. For those who don't know me, I am a financial planner. For those who do, please give me a call and I will help you sculp your future. Forget products. Employ solutions. I am Plannerman. Live the experience. call me. 512-669-6198. No solicitations, please.

Current workplace

Kenneth Main's current company

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TerraWealth™
Terrawealth™
Wealth Advisor, series 7, 6, 65, CRPC
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9 roles

Kenneth Main work experience

A career timeline built from the work history available for this profile.

Wealth Management Advisor

Primary Financial Care
Dec 2022 - Jul 2023

Independent Advisory Representative & Retirement Income Specialist At

Lincoln Financial Group
Sep 2005 - Jan 2021

401K Plan Consulting, Installation And Ongoing Mangement

Lincoln Financial Group
Sep 2005 - Dec 2020

Tax Oriented Financial Planner

Your One Advisor (Previously Capital Preservation Associates)

Offering tax oriented planning approach to financial decisions. It doesn't matter how much you earn but how much you get to keep, not just now but in retirement as well. Call today for a complementary consultation.

Jun 1988 - Dec 2020

Tax Manager

Deloitte, Haskins & Sells

Successfully applied ongoing tax law changes for my clients in my new firm. In addition, I had the opportunity to advise a large neighboring law firm who did business with my firm concerning legislation that, left unapplied, would have negatively affected many clients in that firm. That saved those clients literally millions of dollars in losses to them and tremendous liability to the law firm. Shortly thereafter, in June of 1988 I left to start my own CPA firm.

Dec 1986 - Jun 1988

Tax Specialist

Israeloff, Trattner & Co

As a member of tax department of this firm I helped train staff on new and existing tax law, running pension filing adminstration for clients, traditional income tax planning and tax return preparation and all kinds of tax audits. While there, I was a member of the Long Island Association's tax policy committee, a select group of CPA's from the major firms . We discussed the effect of tax policy on the residents of Long Island, New York, which included meeting with Federal elected officials, advising them of the effect that proposed legislation would have on their constituents. I also served as a expert speaker at many conferences on various tax matters, often receiving high marks for my presentations.

Feb 1983 - Dec 1986
7 education records

Kenneth Main education

Education record

See My Home Page For More Information

Bachelor Of Business Administration (Bba), Bba

Pace University - Lubin School Of Business

Investing

Advisors Asset Management University

Tax Law

Ut Law Cle

Chartered Retirement Planning Counselor, Retirement Counseling

College For Financial Planning

Specialized Studies, Psychology

Fordham University

Cpa Specialiation

Pace University - Lubin School Of Business
FAQ

Frequently asked questions about Kenneth Main

Quick answers generated from the profile data available on this page.

What company does Kenneth Main work for?

Kenneth Main works for TerraWealth™.

What is Kenneth Main's role at TerraWealth™?

Kenneth Main is listed as Wealth Advisor, series 7, 6, 65, CRPC at TerraWealth™.

Where is Kenneth Main based?

Kenneth Main is based in Round Rock, Texas, United States while working with TerraWealth™.

What companies has Kenneth Main worked for?

Kenneth Main has worked for Terrawealth™, Primary Financial Care, Forefront Wealth Partners, Lincoln Financial Group, and Your One Advisor (Previously Capital Preservation Associates).

How can I contact Kenneth Main?

You can use AeroLeads to view verified contact signals for Kenneth Main at TerraWealth™, including work email, phone, and LinkedIn data when available.

What schools did Kenneth Main attend?

Kenneth Main studied at See My Home Page For More Information.

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