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Kenneth Walter Fry

Ifs Group

Mechanicsburg, PA

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Current Employers
Ifs Group

1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-07-02
  • PA RA
    APPROVED
    Since 2024-07-02

Branch Locations

1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • 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
Lpl Financial Llc Lemoyne PA 11/2009 Present
Ifs Group, Llc Mechanicsburg PA 03/2024 Present
Bridgeport Wealth Management Lemoyne PA 01/2012 06/2024
Ifs Group Mechanicsburg PA 02/2024 Present
  • 11/2009 → Present
    Lpl Financial Llc
    Lemoyne, PA
  • 03/2024 → Present
    Ifs Group, Llc
    Mechanicsburg, PA
  • 01/2012 → 06/2024
    Bridgeport Wealth Management
    Lemoyne, PA
  • 02/2024 → Present
    Mechanicsburg, PA
Previous Registrations
  • 2007-07-25 → 2009-09-09
    Sfc Wealth Advisors, Inc.
    Wormleysburg, PA
Other Businesses

1. 01/13/2010 - NON-VARIABLE INSURANCE - INV REL - HAS EXISTING FIXED ANNUTIES IN PLACE WITH VARIOUS INSURERS. NO FURTHER BUSINESS WILL BE DONE AWAY FROM LPL. 2. 11/23/2009 - BRIDGEPORT WEALTH MANAGEMENT - INV. REL. - AT REPORTED BUSINESS (S) - Tax Prep/Accounting/CPA - TAX PREP / ACCOUNTING / BOOKKEEPING - LIMITED ACCOUNTING, TAX, AND ESTATE PLANNING PRACTICE PROVIDING SERVICE TO SELECT BROKERAGE CLIENTS. - TIME SPENT 5% 3. 08/23/2011 - BRIDGEPORT WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - BASIC TAX PREP. 4. 8/10/2017 - LTCi Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/07/2017 - 2 Hours Per Month During Securities Trading - Fixed insurance. 5. 4/6/2021 - Cavalier Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Sales Agent - Start Date: 2/9/2021 - 4 Hours Per Month/4 Hours During Securities Trading. 6. 01/04/2024 - IFS Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 150 Hours Per Month/ 130 Hours During Trading 7. 07/24/2024 - IFS Group, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/09/2024 - 160 Hours Per Month/ 130 Hours During Trading - I provide investment advisory services to IFS Group, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-01-12
S65 Uniform Investment Adviser Law Examination 1995-02-01
  • S63 Uniform Securities Agent State Law Examination
    2010-01-12
  • S65 Uniform Investment Adviser Law Examination
    1995-02-01
Designations
Other Names
  • Ken Fry

View on SEC IAPD

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