Advisor at Supreme Alliance LLC
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
Supreme Alliance LLC
Location
Phoenix, AZ
Credentials
Series 63, Series 65, Series 66
Industry experience
38 years
Kenneth Reese is a financial advisor at Supreme Alliance LLC with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Supreme Alliance in 2024, he worked at Stirlingshire Investments, OSAIC, and Sage Point Financial. Supreme Alliance LLC provides investment advisory and consulting services to a diverse client base including retail individuals, pension and profit-sharing plans, corporations, charitable organizations, and public entities. The firm employs discretionary managed account programs and third-party advisor referrals, offering a range of analytic methods and portfolio techniques tailored to client needs.
Based on Supreme Alliance LLC
Based on Supreme Alliance LLC
Flat fees range from $500 to $5,000 per plan
Insurance commissions separate from advisory fees; fees shared from third-party investment advisor referral fees
Hourly fees may not exceed $500 per hour
Account minimum: $25,000 Fee-only: Hourly fees up to $500 per hour; Fixed/Flat fees $500 to $5,000 per plan; Consulting fees up to 3% of assets under management (negotiable)
Phoenix, AZ
Arizona · Michigan
Supreme Alliance LLC
2024 - Present (2 years)
Stirlingshire Investments
2023 - 2024 (1 year)
OSAIC
2023 - 2023 (1 year)
Sage Point Financial
2009 - 2023 (14 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
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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