CK
CK

Christopher Dean Kenney

17 Years of Experience
3 DisclosuresSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
636 clients
Average Client Portfolio
$102K average
Assets Under Management
$65.0M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.5M2.00%
$2.5M - $5.0M1.75%
$5.0M - $10.0M1.50%
$10M+1.50%

Fees negotiable for accounts over $10,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV, 89128

Get directions

History

Regulatory History (3)
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.
Regulatory
February 2020
Final
Employment Separation After Allegations
February 2016
Regulatory
February 2001
Final
Other Business ActivitiesSells Insurance

Christopher is involved with Christopher Dean and Associates PC for financial and retirement planning and insurance sales. He is also an insurance agent with Forthright Capital Partners, spending full-time hours soliciting life insurance and fixed annuity products.

Employment History
Current Registrations
Forthright Capital Advisory
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Gradient Advisors, LLC
September 2021 - January 2022 · 4 mos
MML Investors Services, LLC
August 2018 - February 2020 · 1 yr 6 mos
MML Investors Services, LLCBroker
July 2018 - February 2020 · 1 yr 7 mos
Horter Investment Management, LLC
January 2018 - July 2018 · 6 mos
Variable Investment Advisors, INC.Broker
March 2017 - July 2018 · 1 yr 4 mos
Prudential Financial Planning Services
August 2014 - February 2016 · 1 yr 6 mos
Pruco Securities, LLC.Broker
February 2014 - February 2016 · 2 yrs
P.J. Robb Variable CorporationBroker
February 2012 - November 2013 · 1 yr 9 mos
Variable Investment Advisors, INC.Broker
March 2007 - December 2009 · 2 yrs 9 mos
Metlife Securities INC.Broker
February 2004 - October 2005 · 1 yr 8 mos
Metropolitan Life Insurance CompanyBroker
February 2004 - October 2005 · 1 yr 8 mos
Metlife Securities INC.Broker
January 2000 - July 2003 · 3 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
January 2000 - July 2003 · 3 yrs 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.