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Current Employers
Truewealth Advisors, Llc

2000 Southlake Park Suite 200, Hoover, AL 35244 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-03-04
  • AL RA
    APPROVED
    Since 2021-03-04

Branch Locations

2000 Southlake Park Suite 200, Hoover, AL 35244 • United States

2707 Artie St Sw, Ste 12, Huntsville, AL 35805 • United States

623 S Seminary St, Florence, AL 35630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
(Dba) Truewealth Advisors Of Huntsville Llc Huntsville AL 12/2011 01/2022
Concourse Financial Group Securities Inc Birmingham AL 10/2009 02/2025
(Dba) Truewealth Advisors Huntsville AL 03/2021 Present
Concourse Financial Group Securities Inc Huntsville AL 10/2009 03/2021
Cetera Wealth Services, Llc Huntsville AL 02/2025 Present
  • 12/2011 → 01/2022
    (Dba) Truewealth Advisors Of Huntsville Llc
    Huntsville, AL
  • 10/2009 → 02/2025
    Concourse Financial Group Securities Inc
    Birmingham, AL
  • 03/2021 → Present
    (Dba) Truewealth Advisors
    Huntsville, AL
  • 10/2009 → 03/2021
    Concourse Financial Group Securities Inc
    Huntsville, AL
  • 02/2025 → Present
    Cetera Wealth Services, Llc
    Huntsville, AL
Previous Registrations
  • 2009-10-26 → 2021-03-01
    Concourse Financial Group Securities, Inc.
    Huntsville, AL
    Russellville, AL
    Birmingham, AL
    Russellvile, AL
    Huntsville, AL
    Florence, AL
  • 2007-04-16 → 2009-10-21
    Cetera Wealth Services, Llc
    Eupora, MS
    Huntsville, AL
    Russellville, AL
  • 2002-05-22 → 2004-05-13
    Russellville, AL
Other Businesses

TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC dba TRUEWEALTH ADVISORS; Investment Related; 2707 Artie Street SW, Suite 12, Huntsville, AL 35805; Financial Services; Senior Financial Planner; Start Date 03/2021; 180 hours, more or less, per month with the majority of those hours per month occurring during trading hours; I provide financial planning, financial advice, securities and insurance sales through this business activity with advisory services being offered as an IAR for TrueWealth Advisors LLC. >> KEN ASKEW - AGENT; Investment Related; 2707 Artie Street SW, Suite 12, Huntsville, AL 35805; Insurance; Owner; Start Date 03/2011; 20 hours per month with those 20 hours per month occurring during trading hours; Sale of life and health insurance products, including long-term care insurance. >> KEN ASKEW, LESSOR; Non-Investment Related; Residence, Russellville, AL 35653; Structural Rental; Owner; Start Date 06/2017; 1 hour per month with no hours occurring during trading hours; I own and rent a billboard structure to third parties; I am not involved in the development of content. >> BEECH TREE MEDIA; Non-Investment Related; Residence, Russellville, AL 35653; Media Production; Consultant; Start Date 02/2018; 6 hours per month with no hours per month during trading hours; Production of educational and/or professional branding media; I act as an executive consultant. >> ABSOLUTE STORAGE SOLUTIONS; Non-Investment Related; 111 Coffee Avenue SE, Russellville, AL 35653; Self Storage; Executive; Start Date 12/2018; 2 hours per month with no hours per month occurring during trading hours; I provide executive leadership for this family-owned storage facility. >> KEN ASKEW - AUTHOR/SPEAKER; Non-Investment Related; Residence, Russellville, AL 35653; Freelance Writer and public speaker; Start Date 11/2006; 6 hours per month with no hours during trading hours; Publishing and public speaking. >> POA; Non-Investment Related; Russellville, AL; Other; Power of Attorney (POA); Start Date 06/2012; No hours per month; I hold power of attorney for my spouse as an estate planning item. >> POA; Non-Investment Related; Russellville, AL; Other; Power of Attorney (POA); Start Date 06/2014; No hours per month; I hold power of attorney for my mother as an estate planning item.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-09-17
S63 Uniform Securities Agent State Law Examination 1999-05-05
  • S65 Uniform Investment Adviser Law Examination
    2002-09-17
  • S63 Uniform Securities Agent State Law Examination
    1999-05-05
Designations
Other Names
  • Ken Askew
  • Kenny Askew

View on SEC IAPD

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