Kenneth G. Wehner

Kenneth G. Wehner Email and Phone Number

Independant Financial Advisor @
Kenneth G. Wehner's Location
Slingerlands, New York, United States, United States
Kenneth G. Wehner's Contact Details

Kenneth G. Wehner personal email

About Kenneth G. Wehner

Kenneth G. Wehner is registered representative with an LPL Financial Securities offered through LPL Financial *Member FINRA/SIPC. For hyperlinks links to my website, refer to `website Info` section above.Third party posts found on this profile do not reflect the views of LPL Financial and havenot been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit www.kgwinvest.com

Kenneth G. Wehner's Current Company Details
KGW Investment Management Services

Kgw Investment Management Services

Independant Financial Advisor
Kenneth G. Wehner Work Experience Details
  • Kgw Investment Management Services
    Independant Financial Advisor
    Kgw Investment Management Services May 2004 - Present
    1630 New Scotland Road, Slingerlands Ny 12159
    I work one on one with individuals and their families as a partner, guiding them and their investment option choices, in a way that matches their personal situation, life goals and objectives with appropriate and suitable investment vehicles to meet their needs.
  • Salomon Smith Barney
    Investment Consultant
    Salomon Smith Barney Jan 2001 - May 2004
    Recruited to SSB from Morgan Stanley, my focus was on clients with $250M and above in investable assets. My business was mostly fee based, utilizing money managers and my own-guided portfolios. I also recommended individual stocks and bonds as well as variable annuities and life insurance.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Mar 1994 - Jan 2001
    Started my career as a Financal Advisor with Dean Witter, which was soon to be acquired by Morgan Stanley. Completed Dean Witter's three month training program in NYC, obtained my Series 7 & and 63 securities licenses, life, accidental death and health licences. Built from scratch $12 million assets under management via cold calling and networking.
    View

Kenneth G. Wehner Skills

Relationship Mgmt Investments Portfolio Management Life Insurance Bonds Variable Annuities Options Management Training Personal Finance Investment Advisory Wealth Management Financial Advisory

Kenneth G. Wehner Education Details

Frequently Asked Questions about Kenneth G. Wehner

What company does Kenneth G. Wehner work for?

Kenneth G. Wehner works for Kgw Investment Management Services

What is Kenneth G. Wehner's role at the current company?

Kenneth G. Wehner's current role is Independant Financial Advisor.

What is Kenneth G. Wehner's email address?

Kenneth G. Wehner's email address is ke****@****lpl.com

What is Kenneth G. Wehner's direct phone number?

Kenneth G. Wehner's direct phone number is +151859*****

What schools did Kenneth G. Wehner attend?

Kenneth G. Wehner attended St. Lawrence University, Cardinal Mooney High School.

What skills is Kenneth G. Wehner known for?

Kenneth G. Wehner has skills like Relationship Mgmt, Investments, Portfolio Management, Life Insurance, Bonds, Variable Annuities, Options, Management, Training, Personal Finance, Investment Advisory, Wealth Management.

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