Kenneth Allen Mcclintock

Employer firm

Cibc Private Wealth Advisors, Inc. CRD 109644

$67.8B regulatory AUM 2,160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• 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

• 07/2004 → 11/2022
  Pacific Life
  Newport Beach, CA
• 12/2022 → 12/2022
  Touchstone Securities Inc.
  Cincinnati, OH
• 12/2022 → 12/2025
  Ifs Financial Services
  Cincinnati, OH
• 12/2025 → Present
  Cibc Private Wealth Advisors
  Houston, TX

Previous Registrations

• 2023-12-11 → 2025-12-10
  Touchstone Advisors Inc
  Cincinnati, OH

Other Businesses

1) Name of other Business: Kenetrek Boots; Investment related - yes; 96 Northstar Lane Bozeman, MT, 59718; Boot Manufacturer; Minority Owner; Start Date: 11/30/2018; Approximate number of hours per month: 0; 0 During trading hours; Duties include: No duties. 1% owner of a privately held business. I have not direct involvement in the business. 2) Name: Winter Guard International Event held by Seven Lakes High School; not investment related; address 9251 Fry Rd Katy, TX 77494; Nature: I will announce drumline and marching band competitions; Position: Announcer; Start date: 3/4/23; Approx # of hours/month: Saturdays only once or twice per year for 8 hours; 0 hours during securities trading hours; Duties: I will be the public address announcer for indoor and outdoor drumline and marching band competition. 3) Name of other Business: FTP1-921 S Shanks, LLC; Investment related (through BackNine LLC) - yes; 5900 Balcones Drive, Suite 4000, Austin, TX 78731; Storage Unit Facility investment; silent investor; Start Date: 10/17/2023; Approximate number of hours per month: 0; During trading hours: 0; Duties include: No duties. Just a silent investor. 4) Green River Energy, LP (owned by KMAB Holdings LLC); Yes investment related; 970 W Broadway, Ste E-481 Jackson, WY 83002; Nature: Oil and Gas drilling and investment; Position/Title: Investor; Start: 3/27/24; 0 hours/month; 0 during trading hours; Duties: Investor in the oil and gas LP. No duties. only an investor in the oil and gas LP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-08
• S63 Uniform Securities Agent State Law Examination
  1994-10-27

Other Names

• Ken Mcclintock