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Kenneth Luke Kay

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
95 clients
Average Client Portfolio
$371K average
Assets Under Management
$35.3M
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Location

9 S Washington St Ste 210, Spokane, WA, 99201

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kenneth is an insurance agent offering accident & health, disability, fixed annuities, and traditional life insurance since 1993, dedicating about 10-20% of his time. He also owns Success Group Inc., a retail and service industry business involving proprietary molecular testing, and works as a notary public, spending minimal time on this activity.

Employment History
Current Registrations
Northwest Investment Advisors, INC.Broker
April 2022 - Present · 3 yrs 10 mos
Northwest Investment Advisors, INC.
April 2022 - Present · 3 yrs 10 mos
Northwest Investment Advisors, INC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Lincoln Financial Securities Corporation
October 2013 - April 2022 · 8 yrs 6 mos
Lincoln Financial Securities CorporationBroker
October 2013 - April 2022 · 8 yrs 6 mos
Symetra Investment Services, INC.
October 2000 - September 2013 · 12 yrs 11 mos
Symetra Investment Services, INC.Broker
September 2000 - September 2013 · 13 yrs
Lincoln Financial Advisors CorporationBroker
March 1994 - September 2000 · 6 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
March 1994 - September 2000 · 6 yrs 6 mos
Metlife Securities INC.Broker
April 1993 - March 1994 · 11 mos
Metropolitan Life Insurance CompanyBroker
April 1993 - March 1994 · 11 mos
State Registrations2 states
MTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kenneth Luke Kay - Financial Advisor | TrueAdvisor