Kenneth James Wilkinson

Current Employers

Employment History

• 01/1990 → Present
  Raymond James Financial Services, Inc.
  Kalispell, MT
• 05/2005 → Present
  The Financial Planning Co Inc
  Kalispell, MT
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Kalispell, MT

Previous Registrations

• 1995-08-23 → 2005-12-31
  The Financial Planning Company, Inc
  Silverdale, WA

Other Businesses

(1)Name of Business: Freedom Tax Service Address: 25 2nd Ave W, Kalispell, MT, 59901, United States Activity Type: Tax Preparation Position/Title: Officer - President Investment Related: No Start Date: 09/25/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Prepare and e-file customer tax returns. (2)Name of Business: Kenneth J Wilkinson & Associates Address: 25 2nd Ave W, Kalispell, MT, 59901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/1990 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Administration of my RJ Business (3)Name of Business: Snow Peak Wealth Advisors Address: 25 2nd Ave W, Kalispell, MT, 59901\n, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/03/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: Provide Financial Services to clients

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-10-25