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Kenneth Donald Ouellette

ORCA WEALTH MANAGEMENT, LLC·NEW PORT RICHEY, Florida
Unclaimed Profile
7701 LITTLE RD, NEW PORT RICHEY, FL 34654CRD# 2159537Firm CRD# 310053
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About

Kenneth Donald Ouellette is a registered financial advisor based in NEW PORT RICHEY, Florida, affiliated with ORCA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
ORCA WEALTH MANAGEMENT, LLC
ORCA WEALTH MANAGEMENT, LLC
AUM
$171M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ORCA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2159537
Firm CRD# 310053
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kenneth Donald Ouellette offer?
Kenneth Donald Ouellette specializes in Financial Planning, Investment Management. Contact their office in NEW PORT RICHEY, Florida for a consultation.
What are Kenneth Donald Ouellette's credentials?
Kenneth Donald Ouellette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Donald Ouellette located?
Kenneth Donald Ouellette is based in NEW PORT RICHEY, Florida, working with ORCA WEALTH MANAGEMENT, LLC. Their office serves clients in the NEW PORT RICHEY metropolitan area and surrounding communities.
How does Kenneth Donald Ouellette charge for services?
Kenneth Donald Ouellette'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 ORCA WEALTH MANAGEMENT, LLC?
ORCA WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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Research
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