Unclaimed Profile

Kenneth John Simpson

ONYX FINANCIAL ADVISORS, LLC·IDAHO FALLS, Idaho

Series 65Clean record20 years registeredONYX FINANCIAL ADVISORS, LLC

2400 E. 25TH STREET, IDAHO FALLS, ID 83404CRD# 4933768Firm CRD# 134881

Profile Verification

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

Identity

Kenneth John Simpson · IDAHO FALLS, ID

Registration

CRD #4933768 · ONYX FINANCIAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ONYX FINANCIAL ADVISORS, LLC

ONYX FINANCIAL ADVISORS, LLC

Jan 2006 – Dec 2022

IDAHO FALLS, ID

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONYX FINANCIAL ADVISORS, LLC

CRD 134881 · SEC 801-107355

AUM

$356M

Regulatory assets under management

Employees

898 client accounts

Services offered by ONYX FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ONYX FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth John Simpson offer?

Kenneth John Simpson specializes in Financial Planning, Investment Management, Wealth Management.

What are Kenneth John Simpson's credentials?

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

Where is Kenneth John Simpson located?

Kenneth John Simpson is based in IDAHO FALLS, Idaho, last registered with ONYX FINANCIAL ADVISORS, LLC.

How does Kenneth John Simpson charge for services?

Kenneth John Simpson's firm is compensated through percentage of aum, subscription fees, other: percentage of retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONYX FINANCIAL ADVISORS, LLC?

ONYX FINANCIAL ADVISORS, LLC has approximately 9 employees and manages $356M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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