AdvisorOS Directory
Claim Profile
Unclaimed Profile
HK

Harrison Michael Kennard

STONEPATH WEALTH MANAGEMENT LLC·TRAVERSE CITY, Michigan
SIE, Series 7, Series 66Clean record18 years registeredSTONEPATH WEALTH MANAGEMENT LLC
134 W STATE ST, TRAVERSE CITY, MI 49684CRD# 5427175Firm CRD# 328977

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harrison Michael Kennard · TRAVERSE CITY, MI
Registration
CRD #5427175 · STONEPATH WEALTH MANAGEMENT LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jun 2010 – present
EDWARD JONES
Dec 2007 – May 2010
ANN ARBOR, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 13, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPWM ADVISORS LLC
CRD 328977 · SEC 801-129202
AUM
$178M
Regulatory assets under management
Employees
11
965 client accounts
Services offered by SPWM ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SPWM ADVISORS LLC →
Introduction

Speak with Harrison

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Harrison is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TRAVERSE CITY?

Browse all registered financial advisors in TRAVERSE CITY, Michigan or claim this profile if it's yours.

Browse TRAVERSE CITY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Harrison Michael Kennard offer?
Harrison Michael Kennard specializes in Financial Planning, Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.
What are Harrison Michael Kennard's credentials?
Harrison Michael Kennard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harrison Michael Kennard located?
Harrison Michael Kennard is based in TRAVERSE CITY, Michigan, working with STONEPATH WEALTH MANAGEMENT LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.
How does Harrison Michael Kennard charge for services?
Harrison Michael Kennard's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEPATH WEALTH MANAGEMENT LLC?
STONEPATH WEALTH MANAGEMENT LLC has approximately 11 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STONEPATH WEALTH MANAGEMENT LLC

Lauren Renee Golba
TRAVERSE CITY, MI
Matthew Thomas Golba
TRAVERSE CITY, MI

More Advisors in TRAVERSE CITY, Michigan

Kurt Austin Schuler
OLD MISSION INVESTMENT COMPANY, LLC·TRAVERSE CITY, MI
Mark Donald Herman
UP NORTH FINANCIAL, LLC·TRAVERSE CITY, MI
CFP
Robert Wayne Stibbs
OLD MISSION INVESTMENT COMPANY, LLC·TRAVERSE CITY, MI
Carolyn Marie Weeks
LEGACY FINANCIAL SERVICES GROUP, LLC·TRAVERSE CITY, MI
Jay Brant Berger
INDEPENDENT WEALTH MANAGEMENT, LLC·TRAVERSE CITY, MI
Jena Corrin Posey
HEMMING& WEALTH MANAGEMENT, INC.·TRAVERSE CITY, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)PORTAGE (30)HOLLAND (30)LIVONIA (28)DETROIT (27)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile