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Patrick Harold Kennedy

TD AMERITRADE INVESTMENT MANAGEMENT, LLC·OMAHA, Nebraska
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
200 SOUTH 108TH AVENUE, OMAHA, NE 68154CRD# 1673873Firm CRD# 111514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Harold Kennedy · OMAHA, NE
Registration
CRD #1673873 · TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Patrick Harold Kennedy is a registered financial advisor based in OMAHA, Nebraska, affiliated with TD AMERITRADE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
AUM
$15.8B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at TD AMERITRADE INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1673873
Firm CRD# 111514
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Harold Kennedy offer?
Patrick Harold Kennedy specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
What are Patrick Harold Kennedy's credentials?
Patrick Harold Kennedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Harold Kennedy located?
Patrick Harold Kennedy is based in OMAHA, Nebraska, working with TD AMERITRADE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Patrick Harold Kennedy charge for services?
Patrick Harold Kennedy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TD AMERITRADE INVESTMENT MANAGEMENT, LLC?
TD AMERITRADE INVESTMENT MANAGEMENT, LLC has approximately 20 employees and manages $15.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Shelby Lee Meyer
OMAHA, NE
Matthew Thomas Judge
OMAHA, NE
John Bell
OMAHA, NE
Boris Khazin
OMAHA, NE
Joseph John Correnti
OMAHA, NE
Keith Denerstein
OMAHA, NE

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Research
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