Kenneth Basel (CRD# 5341788) is an Investment Advisor Representative working at Stepping Stone Advisors, LLC in Superior Township, MI and has over 8 years of experience in the finance industry. Kenneth Basel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stepping Stone Advisors, LLC | Alexandria, VA | Sep 2018 - Current | 5 |
| Department Of Defense/office Of Secretary Of Defense | Woodbridge, VA | Jan 2017 - Current | 7 |
| Charles Schwab & Company, Inc. | Richfield, OH | Dec 2014 - Dec 2016 | 2 |
| Full-time Student | Reminderville, OH | Jul 2014 - Nov 2014 | < 1 |
| Rav Financial Services, LLC | Beachwood, OH | Oct 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- OH
- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$55,000
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH, VA
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