Bret Scott Kinnamon

Current Employers

Employment History

• 01/1994 → Present
  Kinnamon & Associates Ltd Dba Kinnamon Accounting Service
  Barrington, IL
• 03/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/1994 → Present
  Kinnamon & Associates, Ltd Ii
  Barrington, IL

Other Businesses

1) NAME OF OTHER BUSINESS: KINNAMON & ASSOCIATES LTD DBA KINNAMON ACCOUNTING SERVICE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: EMPLOYEE/V.PRESIDENT; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: ACCTG & TAX & ADMIN DUTIES; 2) RECEIVE REFERRAL COMMISSIONS ON HEALTH INSURANCE; 3) NAME OF OTHER BUSINESS: KINNAMON & ASSOCIATES LTD II - CRD# 106701; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 1/2025; APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 4) NAME OF OTHER BUSINESS: NOTARY PUBLIC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 01/01/2015; POSITION/TITLE/RELATIONSHIP: NOTARY; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS FOR CLIENTS. 5) NAME OF OTHER BUSINESS: BRET S. KINNAMON; INVESTMENT RELATED: NO; ADDRESS: VARIOUS; NATURE OF BUSINESS: RENTAL PROPERTIES; START DATE: 05/2014; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: HANDLING REPAIRS AND RENTAL BOOKS

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-29
• S63 Uniform Securities Agent State Law Examination
  1996-11-26