About My Practice
Kenneth E. Mears has been involved in the financial services industry since 1984 and has dedicated himself to providing the finest service and financial advice to his clients. He continues his education to stay abreast of new developments in the industry so that his clients receive personalized and strategic information. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU) and CERTIFIED FUND SPECIALIST (CFS). Thorough and innovative, Ken assists high net worth individuals, successful professionals, business owners and retirees. He focuses on estate planning, retirement planning and investment management. Extensive background and knowledge in the financial, estate, and retirement planning fields allow Ken to help his clients reach their goals in a prudent and thoughtful manner. Integrity and genuine concern have afforded many of Ken's clients with superior and ethical consultation designed to fulfill the objectives and obligations of the client. Ken offers a free initial consultation with no obligation. For additional information, please call (800) 637-5353.
Ken has been providing financial planning, investment and insurance advice for over 29 years. Ken has extensive experience in developing asset allocation strategies that help clients achieve their wealth accumulation and retirement income distribution goals.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance: OH,FL,CO,PA,MO, Health/disability insurance: OH,FL,CO,PA, Fixed annuities: OH,FL,CO,PA, Variable annuities: OH,FL,CO,PA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Life Underwriter(CLU),Cerfified Fund Specialist(CFS)
Cetera Advisors, LLC
Securities and Investment Advisory Services offered through Cetera Advisors LLC, member FINRA,SIPC. K.E. Mears Financial Services is not affilliated with Cetera Advisors LLC.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.