July 3rd, 2020
Kenneth Grant Winans, based in Novato, CA, is an Investment Advisor with 29 years of experience. Kenneth is registered with Winans Investments, which provides investment advisory services for 272 clients.
Kenneth Grant Winans is a Investment Advisor registered with Winans Investments. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor).
Financial advisors who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.
|FINRA Active||Previously (View Finra BrokerCheck CRD#1749366)|
|SEC Active||Yes (View SEC IAPD CRD#1749366)|
|Office Address||504 Redwood Blvd #210, Novato, CA 94947|
Financial professional has not provided a personal bio.
|% Assets||Ask Advisor|
Financial professional has not provided their certifications (e.g., CFP, CFA).
Form U4 filings contain a list of valuable disclosures that are relevant for Americans. Based on the most recent filing of Kenneth Winans, investor.com identified the following regulatory disclosures.
|Total Years Registered||29 years|
|Total Registered Employers||3|
|Works for an investor.com Trusted firm?||Yes|
Winans Investments, registered in 1993, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 2 advisors. Winans Investments manages $235.1 million and provides investment advisory services for 272 clients (1:136 advisor/client ratio).
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Kenneth has been registered as a financial advisor (Investment Advisor) for 29 years.
A financial advisor may provide a variety of financial planning services for Americans. The primary goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services may include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
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