Unclaimed Profile

Kenneth Grover Frost

WHEELER FROST ASSOCIATES INC·SAN DIEGO, California

Series 7Clean record29 years registeredWHEELER FROST ASSOCIATES INC

3170 FOURTH AVENUE, SAN DIEGO, CA 92103-6514CRD# 1458671Firm CRD# 105736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth Grover Frost · SAN DIEGO, CA

Registration

CRD #1458671 · WHEELER FROST ASSOCIATES INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHEELER FROST ASSOCIATES INC

WFA OF SAN DIEGO

Sep 2020 – Dec 2022

San Diego, CA

ZERMATT WEALTH PARTNERS

Jul 1997 – Dec 2022

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZERMATT WEALTH PARTNERS LLC

CRD 105736 · SEC 801-17502

AUM

$150M

Regulatory assets under management

Employees

581 client accounts

Services offered by ZERMATT WEALTH PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ZERMATT WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth Grover Frost offer?

Kenneth Grover Frost specializes in Investment Management, Wealth Management.

What are Kenneth Grover Frost's credentials?

Kenneth Grover Frost is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Grover Frost located?

Kenneth Grover Frost is based in SAN DIEGO, California, last registered with WHEELER FROST ASSOCIATES INC.

How does Kenneth Grover Frost charge for services?

Kenneth Grover Frost's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHEELER FROST ASSOCIATES INC?

WHEELER FROST ASSOCIATES INC has approximately 7 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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