AdvisorOS Directory
Claim Profile
Unclaimed Profile
KT

Kenneth L Templeton

ULTA WEALTH MANAGEMENT, LLC·LAS VEGAS, Nevada
Clean recordULTA WEALTH MANAGEMENT, LLC
3311 SOUTH RAINBOW BLVD., LAS VEGAS, NV 89146CRD# 5839612Firm CRD# 310879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth L Templeton · LAS VEGAS, NV
Registration
CRD #5839612 · ULTA WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kenneth L Templeton is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with ULTA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Kenneth

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

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

03

Firm Overview

Firm
ULTA WEALTH MANAGEMENT, LLC
ULTA WEALTH MANAGEMENT, LLC
AUM
$119M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ULTA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5839612
Firm CRD# 310879
View on FINRA BrokerCheck →

Looking for a financial advisor in LAS VEGAS?

Browse all registered financial advisors in LAS VEGAS, Nevada or claim this profile if it's yours.

Browse LAS VEGAS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kenneth L Templeton offer?
Kenneth L Templeton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Kenneth L Templeton's credentials?
Kenneth L Templeton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth L Templeton located?
Kenneth L Templeton is based in LAS VEGAS, Nevada, working with ULTA WEALTH MANAGEMENT, LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Kenneth L Templeton charge for services?
Kenneth L Templeton'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 ULTA WEALTH MANAGEMENT, LLC?
ULTA WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $119M 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 →

More Advisors in LAS VEGAS, Nevada

Jesse Louis Bookheim
SWIFT CAPITAL PARTNERS, LLC.·LAS VEGAS, NV
Andrew Tobin Mathis
ANDERSON WEALTH MANAGEMENT, LLC·LAS VEGAS, NV
Richard Klein Bollinger
FHN FINANCIAL MAIN STREET ADVISORS, LLC·LAS VEGAS, NV
Richard Lee Phillips
FHN FINANCIAL MAIN STREET ADVISORS, LLC·LAS VEGAS, NV
Casey James Rice
STABLE FUNDS LLC·LAS VEGAS, NV
Michelle Morris Konstantarakis
THE INVESTMENT COUNSEL COMPANY OF NEVADA·LAS VEGAS, NV

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nevada
RENO (129)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)ELKO (3)STATELINE (3)GLENBROOK (2)PAHRUMP (2)MINDEN (2)
City Guides
RENO GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
Request removal of this profile