Kenneth John Mcconnell

Current Employers

Employment History

• 06/2023 → 06/2024
  Avantax Advisory Services
  Tulsa, OK
• 04/2014 → Present
  Ken Mcconnell, Cpa Pc
  Tulsa, OK
• 07/2024 → Present
  Osaic Wealth Inc
  Tulsa, OK

Previous Registrations

• 2023-10-25 → 2024-06-28
  Avantax Advisory Services
  Tulsa, OK
  Dallas, TX

Other Businesses

1) KEN MCCONNELL, CPA PC POSITION: Designated Manager NATURE: Prepare Tax ReturnsProvide Tax Planning StrategiesProvide Tax Resolution workProvide Business Structure servicesProvide CFO services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 04/01/2014 ADDRESS: 1861 East 15th, Tulsa OK 74104, United States DESCRIPTION: Prepare returns: Use client information to prepare on computer.Prepare Tax Planning Strategies: Meet with clients discuss needs and prepare report.Prepare Tax Resolution Work: Meet with client assess situation and prepare solutions.Provide Business Structure services: Meet with client and see what their Businsess Structure needs are and select the correct business entity for their tax needs.Provide CFO services: Meet with Clients assess needs and provide financial reporting, scaling, and budgeting and forecasting.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-05-18
• S65 Uniform Investment Adviser Law Examination
  2023-10-25

Other Names

• Ken Mcconnell
• Kenneth J. Mcconnell
• Ken J. Mcconnell