Kenneth Brian Dysart

Employer firm

Cordatus Wealth Management LLC CRD 282871

$630M regulatory AUM 4 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → Present
  Prospera Financial Services
  Dallas, TX
• 06/2016 → Present
  Cordatus Wealth Management Llc
  Newtown, PA

Other Businesses

1.)TRUSTEE FOR FRIEND/ BUSINESS PARTNER; INVESTMENT RELATED; YARDELEY, PA; START DATE 2012; 0 HRS PER MONTH. 2) MR. DYSART IS PART OF CORDATUS WEALTH MANAGEMENT (DBA) AN INDEPENDENT RIA. THIS IS AN INVESTMENT RELATED BUSINESS SPENDING 25 HOURS A WEEK. 2.) MEMBER OF CORDATUS WEALTH PROPERTIES LOCATED ATE 10 N STATE ST. NEWTOWN, PA 18940. THIS BUSINESS IS NOT INVESTMENT RELATED SPENDING 1-9% OF HIS TIME NON DURING MARKET HOURS. NO COMPENSATION AT THIS TIME. 3.) FINANCIAL ADVISOR FOR DBA CORDATUS WEALTH MANAGEMENT LOCATED IN 10 N STATE ST., NEWTON PA 18940. THIS BUSINESS IS INVESTMENT RELATED SPENDING MORE THAN 60% OF HIS TIME DURING MARKET HOURS. COMPENSATION REPRESENTS MORE THAN 60% OF HIS ANNUAL INCOME.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-02
• S63 Uniform Securities Agent State Law Examination
  1990-03-12