KC
ChFC
KC
ChFC

Kenneth Lee Christie

33 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
604 clients
Average Client Portfolio
$613K average
Assets Under Management
$370.0M

Fee Structure

Financial Planning:Included in AUM fee
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Location

5925 Granite Lake Drive, Suite 130, Granite Bay, CA, 95746

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History

Regulatory History (1)
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Customer Dispute
March 2020
Settled
Other Business ActivitiesSells Insurance

Kenneth is involved in several business activities, including non-variable insurance (spending about 10-20% of his time and a few hours per week), investment advisory services through Spectrum Wealth Advisory Group, LLC (nearly full-time), real estate rental through KCGC Group, LLC and other properties (minimal time), and serving as a board member for Rutherford Capital, Inc (minimal time). He also has an entity for accounting purposes.

Employment History
Current Registrations
Spectrum Wealth Advisory Group, LLC
September 2018 - Present · 7 yrs 5 mos
LPL Financial LLCBroker
August 2006 - Present · 19 yrs 6 mos
Previous Registrations
The Wealth Consulting Group
April 2016 - January 2019 · 2 yrs 9 mos
LPL Financial LLC
August 2006 - March 2019 · 12 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
May 1992 - August 2006 · 14 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
May 1992 - January 2002 · 9 yrs 8 mos
State Registrations22 states
AZCACODCFLGAIDILKSMNMTNCNVNYOKORPATNTXUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.