AdvisorOS Directory
Claim Profile
Unclaimed Profile
KL

Kenneth Patrick Leblanc

PERSONAL FINANCIAL SOLUTIONS, LLC·MANASQUAN, New Jersey
SIE, Series 7, Series 63CFPClean record21 years registeredPERSONAL FINANCIAL SOLUTIONS, LLC
2517 HIGHWAY 35, MANASQUAN, NJ 08736CRD# 1837019Firm CRD# 129095

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Patrick Leblanc · MANASQUAN, NJ
Registration
CRD #1837019 · PERSONAL FINANCIAL SOLUTIONS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Apr 2026 – present
PERSONAL FINANCIAL SOLUTIONS, LLC
Oct 2004 – present
KML FINANCIAL SERVICES GROUP, L.L.C.
Oct 2004 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · October 20, 2004
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PERSONAL FINANCIAL SOLUTIONS, LLC
CRD 129095 · SEC 801-121037
AUM
$125M
Regulatory assets under management
Employees
2
379 client accounts
Services offered by PERSONAL FINANCIAL SOLUTIONS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PERSONAL FINANCIAL SOLUTIONS, LLC →
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 →

Looking for a financial advisor in MANASQUAN?

Browse all registered financial advisors in MANASQUAN, New Jersey or claim this profile if it's yours.

Browse MANASQUAN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kenneth Patrick Leblanc offer?
Kenneth Patrick Leblanc specializes in Financial Planning, Investment Management. Contact their office in MANASQUAN, New Jersey for a consultation.
What are Kenneth Patrick Leblanc's credentials?
Kenneth Patrick Leblanc holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kenneth Patrick Leblanc located?
Kenneth Patrick Leblanc is based in MANASQUAN, New Jersey, working with PERSONAL FINANCIAL SOLUTIONS, LLC. Their office serves clients in the MANASQUAN metropolitan area and surrounding communities.
How does Kenneth Patrick Leblanc charge for services?
Kenneth Patrick Leblanc's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONAL FINANCIAL SOLUTIONS, LLC?
PERSONAL FINANCIAL SOLUTIONS, LLC has approximately 2 employees and manages $125M 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 MANASQUAN, New Jersey

Mark Anthony Faccone
THE PRIVATE CLIENT ADVISORY GROUP, LLC·MANASQUAN, NJ
CFP
Peter Johnston Wright
WRIGHT ASSET MANAGEMENT INC·MANASQUAN, NJ
Paul Jude Conforti
MARINER-HFG, LLC·MANASQUAN, NJ
CFP
Richard Looney
GEORGE MCKELVEY CO., LLC·MANASQUAN, NJ
Robert Augustus Giunco
GEORGE MCKELVEY CO., LLC·MANASQUAN, NJ
Steve Charles Hall
BLUE OCEAN CAPITAL MANAGEMENT, LLC·MANASQUAN, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile