Kenneth Grahm Brandt

Skyoak Wealth

52 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth

Skyoak Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

453 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$601.4M

Fee Structure

Minimum Investment:$200K

Location

28411 Northwestern Hwy, Suite 760, Southfield, MI, 48034

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2007

Settled

Customer Dispute

January 1990

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kenneth is an insurance agent with Brandt, Kelly & Simmons Securities, LLC since 2002. This activity requires minimal time.

Employment History

Current Registrations

Skyoak Wealth

February 2019 - Present · 7 yrs

Previous Registrations

Bks Advisors, LLC

July 2010 - December 2019 · 9 yrs 5 mos

Brandt, Kelly & Simmons Securities, LLCBroker

July 2003 - October 2017 · 14 yrs 3 mos

Linsco/private Ledger CORP.Broker

April 1996 - October 2001 · 5 yrs 6 mos

Smith Barney INC.Broker

July 1993 - April 1996 · 2 yrs 9 mos

Lehman Brothers INC.Broker

February 1988 - July 1993 · 5 yrs 5 mos

E. F. Hutton & Company INCBroker

June 1979 - February 1988 · 8 yrs 8 mos

Manley, Bennett, Mcdonald & COBroker

July 1976 - March 1979 · 2 yrs 8 mos

Financial House, INC.Broker

May 1968 - April 1973 · 4 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.