Kenneth Reid Senour

Employer firm

Legacy Wealth Partners, LLC CRD 333032

$646M regulatory AUM 30 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2016 → 05/2021
  Innovest Portfolio Solutions, Llc
  Denver, CO
• 05/2021 → 02/2022
  Millennial Wealth Management, Llc
  Broomfield, CO
• 03/2022 → 04/2025
  Aveo Capital Partners, Llc
  Englewood, CO
• 03/2025 → Present
  Legacy Wealth Partners, Llc
  Lakewood, CO

Previous Registrations

• 2022-03-02 → 2025-04-01
  Aveo Capital Partners, Llc
  Lakewood, CO
  Englewood, CO
• 2021-06-09 → 2022-02-22
  Millennial Wealth Management, Llc
  Broomfield, CO
• 2016-09-16 → 2021-06-08
  Innovest Portfolio Solutions Llc
  Denver, CO
• 2015-09-15 → 2016-09-01
  Strategic Advisers Llc
  Greenwood Village, CO

Other Businesses

~1) Legacy Wealth Partners, LLC; Investment-related; Lakewood, CO; Insurance Agency; Insurance Agent; Start 04/2022; Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. Fixed Insurance including, but not limited to, Life Insurance, Disability Insurance, and Non-variable Annuities.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-10
• S63 Uniform Securities Agent State Law Examination
  2014-10-27

Designations

• Certified Financial Planner

Other Names

• Kenneth Reid Senour