Kennon James Belisle

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 04/1991 → 12/2022
  Horace Mann Investors Inc
  Springfield, IL
• 01/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 01/2023 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2015-03-27 → 2017-12-31
  Horace Mann Investors, Inc.
  Abilene, TX
  Anchorage, AK
  Anchorage, AK
  Soldotna, AK

Other Businesses

CAPITAL INSURANCE SERVICES, INC. POSITION: President, Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2009 ADDRESS: 1520 O'Malley Rd, Anchorage AK 99507, United States DESCRIPTION: None - Just receive residual insurance commissions from prior insurance company. HAVEN MIDWIFERY AND BIRTH CENTER POSITION: book keeping NATURE: Delivering Babies INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2018 ADDRESS: 4050 Lake Otis Pkwy, Ste 111, Anchorage AK 99508-5224, United States DESCRIPTION: Recording deposits, paying bills, balancing checkbook. My wife owns the birth center. I have no position or ownership in the business and do not receive any compensation. CAPITAL WEALTH MANAGEMENT, INC. POSITION: President, 100% Owner, Agent NATURE: Investments & Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 01/03/2023 ADDRESS: 1520 O'Malley Rd, Anchorage AK 99507, United States DESCRIPTION: DBA for Lincoln business. Also, placing life insurance for customers. Mocking Jay Investments, LLC Position: 50% member Nature: purchasing a commercial building as an investment property. Investment Related: Yes Hours: 24 Securities Trading Hours: 5 Start Date: 4/6/2026 Address: 12901 Von Scheben Dr Anchorage, AK 99516 Description: we are buying a commercial office building that will be leased back to my wife's business and she will be the tenant.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-11-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Ken Belisle