KennethBeber- Financial Advisor Frisco, TX

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About Kenneth Beber

Ken does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Ken, financial independence means reaching the point where work becomes optional and retirement becomes affordablebut each person might define that differently.

This is one of the things that sets Ken apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals.Ken is dedicated to helping clients pursue financial independence through practical, values-driven financial plans.

Ken focuses on advising clients how to pursue their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly protect their hard-earned assets. He thrives in his role as a financial mentor and enjoys guiding individuals and families through all stages of their financial lives.

See Disclosures

General Information

Firm Start Year

2000

No. of Employees

CRD#

4257664

Firm CRD#

7717

Insurance License#

OD18553, 1403116

Name of Broker/Dealer

Independent Financial Group

Name of Custodial Firm

Pershing LLC

States Licensed in

AZ, CA, CO, FL, ID, MN, MO, NC, NJ, NV, NY, OH, OR, TX, UT and WA.

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Peak Financial Inc. and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Drive Suite 200, San Diego, CA 92130.

Kenneth Beber licensed to sell securities in the following states: AZ, CA, CO, FL, IL, MN, MO, NC, NJ, NV, NY, OR, TN, TX, UT and WA.

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Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Money Management, Wealth Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFS, AIF^®

Securities Licenses

Series 6, Series 7, Series 63, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Disability, Accident, Annuity, Health, Life, HMO, Variable Annuity

Financial Organization Memberships

National Association of Insurance and Financial Advisors (NAIFA)

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Hourly, Commissions, Flat Fee

Fee % Based on Assets

0.25-1.00%

Flat Fee Rate

$500

Minimum Fee Charged for Flat Fee Accounts

$500

Education

Associate in Business Administration - Business Administration

Chaffey College
January 1994 -June 1995

Bachelor of Business Administration - Business Administration

California State University-San Bernardino
1996 -1998

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1859333/paladinregistry-Peak-Financial,-Inc.-detailed-disclosure.html

Disclaimer

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. OSJ Branch: 12636 High Bluff Drive Suite 100, San Diego, CA 92130. Peak Financial Inc. and IFG are unaffiliated entities.

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Paladin Research Report For:

Kenneth Beber

Peak Financial, Inc.