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Kenny Alan Dodson

THE WEALTH ADVANTAGE GROUP, INC.·COLUMBUS, Ohio
Series 7, Series 63Clean record20 years registeredTHE WEALTH ADVANTAGE GROUP, INC.
5005 HORIZONS DRIVE, COLUMBUS, OH 43220CRD# 1178399Firm CRD# 122231

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenny Alan Dodson · COLUMBUS, OH
Registration
CRD #1178399 · THE WEALTH ADVANTAGE GROUP, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

THE WEALTH ADVANTAGE GROUP, INC.
Mar 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · March 24, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE WEALTH ADVANTAGE GROUP, INC.
CRD 122231 · SEC 801-129967
AUM
$126M
Regulatory assets under management
Employees
3
488 client accounts
Services offered by THE WEALTH ADVANTAGE GROUP, INC.
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 THE WEALTH ADVANTAGE GROUP, INC. →
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05

Frequently Asked Questions

What services does Kenny Alan Dodson offer?
Kenny Alan Dodson specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Kenny Alan Dodson's credentials?
Kenny Alan Dodson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenny Alan Dodson located?
Kenny Alan Dodson is based in COLUMBUS, Ohio, working with THE WEALTH ADVANTAGE GROUP, INC.. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Kenny Alan Dodson charge for services?
Kenny Alan Dodson'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 THE WEALTH ADVANTAGE GROUP, INC.?
THE WEALTH ADVANTAGE GROUP, INC. has approximately 3 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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