Kenneth AntonCRD Number: 4055020
Current Firm: Cwm, LLC
Kenneth Anton (CRD# 4055020) is an Investment Advisor Representative working at Cwm, LLC in Austin, TX and has over 23 years of experience in the finance industry.
Pbl Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Cwm, LLC||Omaha, NE||Aug 2023 - Current||< 1|
|Collective Advisors||Austin, TX||Aug 2023 - Current||< 1|
|Sigma Financial Corporation||Ann Arbor, MI||May 2015 - Aug 2023||8|
|Sigma Planning Corporation||Ann Arbor, MI||May 2015 - Aug 2023||8|
|Oppenheimer & Company Inc.||Austin, TX||Oct 2013 - May 2015||1|
|Titleist Asset Management||Austin, TX||Jul 2012 - Oct 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management19,944MILLIONS
Total Number of Accounts96,956ACCOUNTS
Average Account Value$205,697
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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