Kenneth Paul Schroeder

Employer firm

Estate Performance Advisors L.l.c. CRD 300658

Reported services (Item 5G)

• Financial planning
• 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

• 05/2017 → 02/2019
  Questar Asset Management, Inc
  Minneapolis, MN
• 03/2001 → Present
  Estate Preservation Agency Inc.
  Brighton, MI
• 03/2009 → Present
  Golden Age Marketing, Inc.
  Brighton, MI
• 02/2019 → Present
  Estate Performance Advisors L.L.C.
  Brighton, MI

Previous Registrations

• 2017-05-03 → 2019-02-14
  Questar Asset Management, Inc.
  Brighton, MI
  Minneapolis, MN

Other Businesses

ESTATE PRESERVATION AGENCY, INC;INVESTMENT RELATED; 8571 W. GRAND RIVER AVE., SUITE 800, BRIGHTON MI 48116; INSURANCE SALES; PRESIDENT/INSURANCE AGENT;03/2001;INSURANCE AGENT; 130 HOURS A MONTH; 115 HOURS DURING SECURITIES TRADING; GENERAL BUSINESS SUPERVISION. GOLDEN AGE MARKETING; INVESTMENT RELATED; 8571 W. GRAND RIVER AVE., SUITE 800, BRIGHTON MI 48116;INSURANCE MARKETING;PRESIDENT;03/2009; GENERAL BUSINESS SUPERVISION; 30 HOURS A MONTH; 25 HOURS DURING SECURITIES TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-10

Other Names

• Kenneth Schroeder