Ken Brown - Edward Jones
Investing
Why pick this one
They provide investment and retirement planning through a four-step process, with offices in Bentonville, Little Rock, North Little Rock, and Grove & Jay.
Best for
- Individuals new to investing or established in their careers
- Families planning for college through 529 plans and financial-aid considerations
- Retirees transitioning from employment income to retirement income
- Business owners planning employee benefits, business succession, or exit strategies
- Clients seeking coordinated financial, retirement, estate, insurance, and asset-management planning
Specialties
- financial planning
- retirement planning
- estate planning
- charitable giving
- asset management
- insurance planning
- college savings planning
- business succession and exit planning
- retirement investing and distribution strategies
Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner
- FINRA Series 7 registration
- FINRA Series 66 registration
- FINRA Series 24 registration
- Accredited Asset Management Specialist
What makes them different
- Uses a four-step process covering an introductory meeting, exploration and preliminary planning, detailed planning, and ongoing support
- Provides access to LPL Financial, an independent broker-dealer with investment product offerings, account-view technology, and compliance support
- Maintains offices in Bentonville, Little Rock, North Little Rock, and Grove & Jay
- Ken Kendall has held the CERTIFIED FINANCIAL PLANNER™ practitioner designation since 1999
- Creates plans intended to adjust as clients' goals and life circumstances change
- Serves
- Bentonville, Little Rock, North Little Rock, Grove, Jay
Distilled from this business's own website.
Contact & Location
- Address
- 5377 Robinhood Village Dr Ste D-04, Winston Salem, NC 27106-9820
- Phone
- +13369229101
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- investment planning
- wealth management
- financial planning
- retirement planning
- estate planning
- asset management
- insurance planning
- charitable giving