Ken Kendall Email & Phone Number
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Ken Kendall Location
- Bentonville, AR, US
Ken Kendall Work
- 2012 -now Partner @ Oak Crest Wealth Management
- 2005 -2012 Client Advisor @ Arvest Asset Management
- 2004 -2005 Trust Officer @
Ken Kendall Education
- Minnesota State University, Moorhead
Bachelor's Degree (Finance)
1992-1994
Ken Kendall Skills
- Investments
- Investment Advisory
- Retirement Planning
- Financial Planning
- Deferred Compensation
- Cash Flow
- Employee Stock Options
- Certified Financial Planner
- College Funding Strategies
- Donor Advised Funds
- Asset Allocation
- Risk Management
- Liability Management
- IRAs
- Restricted Stock
- Alternative Investments
- Unit Trusts
- Long Term Care Insurance
- Life Insurance
- Portfolio Management
- Roth IRA
- 401k Rollovers
- Roth IRA Conversions
- Certified Financial
- Business Development
- Strategy
- Microsoft Office
- Change Management
- College Funding
Ken Kendall Summary
- Ken Kendall, based in Bentonville, AR, US, is currently a Partner at Oak Crest Wealth Management. Ken Kendall brings experience from previous roles at Arvest Asset Management and Bell State Bank & Trust. Ken Kendall holds a 1992 - 1994 Bachelor's Degree in Finance @ Minnesota State University, Moorhead. With a robust skill set that includes Investments, Investment Advisory, Retirement Planning, Financial Planning, Deferred Compensation and more. Ken Kendall has 2 emails and 1 mobile phone numbers on RocketReach.
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