Kenneth Grant
Advisor at CWM, LLC
Updated today
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
CWM, LLC
Location
Tulsa, OK 74055
Credentials
Series 63, Series 66
Industry experience
20 years
About
Kenneth Grant is a financial advisor with CWM, LLC based in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Cetera Wealth Services, LPL Financial, and Waterstone Private Wealth Management, where he is also an owner. Outside of advising, he serves as CEO and president of Character Coin, LLC, a charitable organization that distributes coins to schools and community groups, and manages a family farm where he acts as head ranch hand and hunting guide. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and integrates in-house models with third-party sub-advisors and technology partners.
Client services
Based on CWM, LLC
Financial planning
Portfolio management
Selection of other advisers
Sub-advisory services for other investment advisory firms
Sub-advisory services for other investment advisory firms
Expertise
Based on CWM, LLC
Tax-loss harvesting
ESG / Sustainable investing
Options & derivatives strategies
Private / alternative investments
Retirement income strategy
Fee options
Financial planning fixed fees from $500 to $25,000 or more; flat annual investment management fees billed quarterly
$0+: up to 2.50% +: Sub-Advisory fees up to 1% $50,000+: iCapital additional fees $50,000+: Orion Custom Indexing additional fees $10,000+: 55ip advisory fees (accounts with tax management services must be at least $50,000)
Up to $500 per hour for financial planning services
Location
9500 N. 129th E. Ave #106
Tulsa, OK 74055
Most active in
Kenneth G has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Work history
Cetera Wealth Services, LLC
2017 - Present (9 years)
CWM, LLC
2016 - Present (10 years)
Waterstone Private Wealth Management
2008 - Present (18 years)
LPL Financial, LLC
2005 - 2017 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 66
Tulsa, OK
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Series 66
Catoosa, OK
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Series 66
Tulsa, OK
Future U Financial Inc.
Marcus G
CFP®, CFA®, Series 65
Tulsa, OK
Gibbens Capital Management
Daniel V
Series 63, Series 65
Tulsa, OK
Fg Wealth Management
Charles C
CFP®, Series 65
Tulsa, OK
C.E.C. Wealth Management
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