KS
KS

Kenneth Paul Schroeder

8 Years of Experience
Sells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

8571 W. Grand River Ave., Ste. 800, Brighton, MI, 48116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kenneth is the president and an insurance agent at Estate Preservation Agency, Inc. since 2001, spending nearly full-time on insurance sales and general business supervision. He is also the president of Golden Age Marketing since 2009, focusing on insurance marketing for about 10-20% of his time.

Employment History
Current Registrations
Estate Performance Advisors L.L.C.
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Questar Asset Management, INC.
May 2017 - February 2019 · 1 yr 9 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.