Kenneth Daemicke
Kenneth Daemicke is a registered investment advisor at Mps-Loria Financial Planners,llc, based in Burr Ridge, IL, with 39 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 679 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $999K | 1.25% |
| $999K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees for accounts holding CDs and certain fixed income will be determined on a case-by-case basis. A Firm Supervisor can authorize a lower fee on a case-by-case basis.
Fee Estimator
Location
7500 So. County Line Rd., Burr Ridge, IL, 60527-6955
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is an independent licensed insurance agent since 1987, selling life insurance. He is also the President of Kenneth G. Daemicke, Ltd. D/B/A AllPro Financial Solutions Ltd., a consulting firm, spending about 10-20% of his time consulting with clients and supervising firm activities.
Employment History
Current Registrations
Mps-Loria Financial Planners,llc
Previous Registrations
Loria Financial Group, LLCBroker
Terra Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.