KG
CFP
KG
CFP

Kenneth Wayne Green

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
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Location

307 SE Frank Phillips Blvd., Bartlesville, OK, 74003

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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 works full-time at First Investment Corporation as a financial planner. He is also an independent insurance agent, dedicating minimal time to this role, and is involved in real estate/rental activities through T2T, LLC and T2T Home, LLC. Kenneth is also a co-trustee of a trust that is a minority shareholder of Dominion Financial Services, Inc. and does bookkeeping and accounting for TAP Outsourcing LLC.

Employment History
Current Registrations
Calton & Associates, INC.Broker
June 2023 - Present · 2 yrs 8 mos
First Investment Corporation
March 2002 - Present · 23 yrs 11 mos
Previous Registrations
Dominion Investor Services, INC.Broker
September 2001 - July 2023 · 21 yrs 10 mos
State Registrations8 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.