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Kenneth Alan Kneale

Kneale Jr, Kenneth Alan

San Diego, CA

CRD 7769736

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Employer firm

Kneale Jr, Kenneth Alan CRD 327149

38 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Kneale Jr, Kenneth Alan

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-31
  • CA RA
    APPROVED
    Since 2023-07-31

Branch Locations

San Diego, CA • 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
Kenneth Alan Kneale, Jr. Dba Arcadian Financial Services San Diego CA 07/2023 Present
Coretex Limited, Inc. San Diego CA 03/2019 12/2021
Leica Biosystems, Danaher Inc. San Diego CA 11/2012 11/2018
Boston Institute Of Finance For Financial Planning San Diego CA 01/2022 05/2022
Self Employed San Diego CA 12/2018 06/2023
  • 07/2023 → Present
    Kenneth Alan Kneale, Jr. Dba Arcadian Financial Services
    San Diego, CA
  • 03/2019 → 12/2021
    Coretex Limited, Inc.
    San Diego, CA
  • 11/2012 → 11/2018
    Leica Biosystems, Danaher Inc.
    San Diego, CA
  • 01/2022 → 05/2022
    Boston Institute Of Finance For Financial Planning
    San Diego, CA
  • 12/2018 → 06/2023
    Self Employed
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-08
  • S65 Uniform Investment Adviser Law Examination
    2023-03-08
Designations
  • Certified Financial Planner

View on SEC IAPD

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