Unclaimed Profile

Kenneth Michael Ackerman

PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC·ATLANTA, Georgia

SIE, Series 7, Series 24, Series 63, Series 65Clean record22 years registeredPORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC

6190 POWERS FERRY ROAD, ATLANTA, GA 30339CRD# 847256Firm CRD# 168299

Profile Verification

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

Identity

Kenneth Michael Ackerman · ATLANTA, GA

Registration

CRD #847256 · PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

HAMMOND ASSET MANAGEMENT LLC

Mar 2022 – present

PORTSMOUTH - SMARTLIFE FINANCIAL GROUP, LLC

Oct 2018 – Mar 2022

ATLANTA, GA

TRAC ASSET MANAGEMENT LLC

Sep 2017 – Oct 2018

VERO BEACH, FL

TURNER FINANCIAL GROUP, INC.

Jan 2016 – Sep 2017

VERO BEACH, FL

EQIS CAPITAL MANAGEMENT

Jul 2015 – Feb 2016

VERO BEACH, FL

FISHER INVESTMENTS,INC.

Jan 2004 – Jul 2004

FALLSTON, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 26, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FISCAL WISDOM WEALTH MANAGEMENT LLC

CRD 168299 · SEC 801-119231

AUM

$214M

Regulatory assets under management

Employees

2,064 client accounts

Services offered by FISCAL WISDOM WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FISCAL WISDOM WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth Michael Ackerman offer?

Kenneth Michael Ackerman specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Kenneth Michael Ackerman's credentials?

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

Where is Kenneth Michael Ackerman located?

Kenneth Michael Ackerman is based in ATLANTA, Georgia, working with PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Kenneth Michael Ackerman charge for services?

Kenneth Michael Ackerman's firm is compensated through percentage of aum, hourly charges, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC?

PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC has approximately 22 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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