Advisor at Kensington Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kensington Financial Group, Inc.
Location
Winston Salem, NC 27103
Credentials
Series 65
Industry experience
7 years
Christopher Haggerson is a financial advisor at Kensington Financial Group, Inc. in Winston Salem, NC, holding a Series 65 credential with seven years of industry experience. He has been with Kensington Financial Group since 2018 and is also an owner of Blue Bridge Benefits, LLC, a health and life insurance brokerage. Kensington Financial Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, providing discretionary portfolio management and limited financial planning. The firm utilizes ETFs, common stocks, mutual funds, and options strategies, managing accounts primarily on a discretionary basis.
Based on Kensington Financial Group, Inc.
1.00% annually
110 Oakwood Dr, Suite 420
Winston Salem, NC 27103
North Carolina
Kensington Financial Group, Inc.
2018 - Present (8 years)
Haggerson Enterprises, LLC
2012 - Present (14 years)
Blue Bridge Benefits, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Kensington Financial Group, Inc.
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