Kenneth David Loebel

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 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

• 10/2013 → Present
  Madison Avenue Securities, Inc.
  St. Charles, IL

Previous Registrations

• 2011-01-18 → 2013-10-04
  Cetera Investment Services Llc
  Chicago Ridge, IL
  Burr Ridge, IL
  Lincolnshire, IL
  Lincolnshire, IL
• 2004-08-13 → 2011-01-19
  Voya Financial Advisors, Inc.
  Lincolnshire, IL
  Olympia Fields, IL
  Calumet City, IL
  Joliet, IL
  Hazel Crest, IL
  Orland Park, IL
  Calumet Park, IL
  Naperville, IL
  Libertyville, IL
  Libertyville, IL
  Deerfield, IL
  Northbrook, IL
  Burr Ridge, IL
  Schaumberg, IL
  Chicago Ridge, IL
  Lincolnwood, IL
  Chicago, IL
• 2001-10-09 → 2004-04-30
  Invest Financial Corporation
  Aurora, IL

Other Businesses

1. 10/2013; KENNETH D. LOEBEL DBA PERSONAL INCOME SOLUTIONS; SOLE PROPRIETOR; INDEPENDENT INSURANCE AGENT/PRODUCER; AFFILIATES WITH WAYNE MESSMER & ASSOCIATES; VARIOUS CARRIERS; SALES OF LIFE/HEALTH INSURANCE, LTC, FIXED ANNUITIES, FIXED INDEXED ANNUITIES; INVESTMENT RELATED: YES; 30% OF TIME; FROM 5550 W. TOUHY AVE, SUITE 203A, SKOKIE, IL 60077. 2. 11/2013 KDL HOLDINGS LLC.; OWNER; LLC ENTITY FOR TAX PURPOSES ONLY; 1% OF TIME; INVESTMENT RELATED: NO; FROM 5550 W. TOUHY AVE, SUITE 203A, SKOKIE, IL 60077. 3. 09/2015;JUDSON UNIVERSITY; CONTRACT EMPLOYEE; ADJUNCT FACULTY INSTRUCTOR FOR JUDSON UNIVERSITY; NOT INVESTMENT-RELATED; 8 HRS PER MONTH; 0 HRS DURING TRADING HRS;SERVE AS AN ADJUNCT FACULTY TO PRESENT COURSE MATERIAL TO UNDERGRADUATE STUDENTS FOR VARIOUS COURSES IN THE SCHOOL OF BUSINESS; FROM 1151 N. STATE STREET, ELGIN IL 60123. 4. 11-1/2017;INDEPENDENT CONSULTANT; COMPLIANCE; SUPERVISING PRINCIPAL FOR MADISON AVENUE SECURITIES; INVESTMENT-RELATED; 48 HRS PER MONTH; 48 HRS DURING TRADING HRS; FROM 5550 W. TOUHY AVE, SUITE 203A, SKOKIE, IL 60077 5. NAME:SHIRLEY LOEBEL ESTATE; INV RELATED:I WOULD WORK WITH MY SISTER TO MANAGE ESTATE AS NECESSARY; ADDRESS: Bradenton, FL 34205; NATURE: FAMILY MEMBER ASK ME TO BE AVAILABLE W/ POA IN CASE OF EMERGENCY; POSITION:TO BE AVAILABLE WITH POWER OF ATTORNEY IN EVER SHE BECOMES INCAPACITATED; START DATE:3/1/2018; HOURS/MONTH:0; TRADING HOURS/MONTH:0; DUTIES:TO SERVE MY MOM'S ESTATE AND HELP TO MANAGE AFFAIRS IF SHE BECAME INCAPACITATED. 6. NAME: MUSICIAN; INV RELATED:NO; ADDRESS:; NATURE:PERFORM MUSIC; POSITION:KEYBOARDIST/MUSICIAN; START DATE:3/1/2018; HOURS/MONTH: 4-8; TRADING HOURS/MONTH:0; DUTIES:PLAY KEYBOARDS AND MUSICAL INSTRUMENTS. 7. NAME: PALOMA GENEVA NATIONAL GOLF COURSE; INVESTMENT RELATED: NO; ADDRESS: 1221 GENEVA NATL SOUTH, LAKE GENEVA, WI 53147; NATURE OF THE BUSINESS: GOLF COURSE TO HIGH END GOLFERS; POSITION: EARLY MORNING GOLF STARTER, PART-TIME EMPLOYEE; HOURS PER WEEK: 10 HOURS; START DATE: 4/1/2026.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-03
• S63 Uniform Securities Agent State Law Examination
  1996-06-21

Other Names

• Kenneth D Loebel
• Ken Loebel