Unclaimed Profile

William James Kenton

FINANCIAL SOLUTIONS, LLC·WAUKESHA, Wisconsin

SIE, Series 7, Series 63, Series 66CFPClean record17 years registeredFINANCIAL SOLUTIONS, LLC

1900 AIRPORT ROAD, WAUKESHA, WI 53188CRD# 1954205Firm CRD# 110149

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William James Kenton · WAUKESHA, WI

Registration

CRD #1954205 · FINANCIAL SOLUTIONS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

WORLD INVESTMENT ADVISORS, LLC

Oct 2023 – present

ROYAL ALLIANCE ASSOCIATES, INC.

Nov 2011 – Mar 2016

WAUKESHA, WI

FINANCIAL SOLUTIONS, LLC

May 2009 – Oct 2023

WAUKESHA, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · May 7, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL SOLUTIONS, LLC

CRD 110149 · SEC 801-107129

AUM

$852M

Regulatory assets under management

Employees

2,166 client accounts

Services offered by FINANCIAL SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does William James Kenton offer?

William James Kenton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAUKESHA, Wisconsin for a consultation.

What are William James Kenton's credentials?

William James Kenton holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William James Kenton located?

William James Kenton is based in WAUKESHA, Wisconsin, working with FINANCIAL SOLUTIONS, LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.

How does William James Kenton charge for services?

William James Kenton's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL SOLUTIONS, LLC?

FINANCIAL SOLUTIONS, LLC has approximately 12 employees and manages $852M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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