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Kenneth David Vendley

Falcon Wealth Planning, Inc.

Ontario, CA

Irvine, CA

CRD 4733918

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Employer firm

Falcon Wealth Planning, Inc. CRD 174092

$1.96B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Falcon Wealth Planning, Inc.

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-04
CA RA APPROVED 2024-06-03
  • TX RA
    APPROVED_RES
    Since 2024-06-04
  • CA RA
    APPROVED
    Since 2024-06-03

Branch Locations

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

2030 Main St 13Th Floor, Irvine, CA 92614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Farmers Insurance Group Eugene OR 10/2003 Present
Farmers Financial Solutions Llc Westlake Village CA 12/2003 03/2024
Unemployed Rancho Mission Viejo CA 04/2024 Present
Falcon Wealth Planning, Inc. Ontario CA 05/2024 Present
  • 10/2003 → Present
    Farmers Insurance Group
    Eugene, OR
  • 12/2003 → 03/2024
    Farmers Financial Solutions Llc
    Westlake Village, CA
  • 04/2024 → Present
    Unemployed
    Rancho Mission Viejo, CA
  • 05/2024 → Present
    Falcon Wealth Planning, Inc.
    Ontario, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-01-07
  • S63 Uniform Securities Agent State Law Examination
    2004-01-07
Designations
  • Certified Financial Planner
Other Names
  • Ken David Vendley

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRINITY FINANCIAL PARTNERS
OSAIC WEALTH, INC.

Nearby Investors

ALLEN E BLOCK
Chris W Cooper
Falguni M Patel

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ONTARIO, CA
TRINITY FINANCIAL PARTNERS · ONTARIO, CA
OSAIC WEALTH, INC. · ONTARIO, CA

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