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Kenneth Lemoine

Advisor at Advisor Resource Council

Updated today

Location

Larose, LA 70373

Credentials

Series 63, Series 65

Industry experience

32 years

About

Kenneth Lemoine is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2015 and currently leads Lemoine Wealth Management LLC. Outside of his advisory roles, he is involved in insurance services and owns an insurance agency. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies incorporating artificial intelligence tools alongside traditional analysis, providing discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

Client services

Based on Advisor Resource Council

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Advisor Resource Council

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.)

Occupation focus

Based on Advisor Resource Council

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning flat fees range from $50 to $15,000; flat annual management fees up to $100,000+ depending on asset level

Percentage

$0 - $499,999: 2.25% (traditional asset management max rate) $500,000 - $999,999: 2.25% (traditional asset management max rate) $1,000,000 - $1,999,999: 2.25% (traditional asset management max rate) $2,000,000 - $4,999,999: 2.25% (traditional asset management max rate) $5,000,000+: 2.25% (traditional asset management max rate) $0 - $499,999: 2.50% (wrap fee program max rate) $500,000 - $999,999: 2.50% (wrap fee program max rate) $1,000,000 - $1,999,999: 2.50% (wrap fee program max rate) $2,000,000 - $4,999,999: 2.50% (wrap fee program max rate) $5,000,000+: 2.50% (wrap fee program max rate)

Commissions

Commissions from LPL for IARs registered representatives; referral fees 1.0% loan amount (bank), 0.025% loan amount (internet lending platform), 0.47% interest earned (cash management platform)

Project-based

Financial planning and consulting hourly fees $100 to $500

Other

Account minimum: $500 for AIQ Foundations; $25,000 for AIQ Essentials and LPL Model Wealth Portfolios; $50,000 for LPL Manager Access Select (equity); $200,000 for AIQ Focused; $250,000 for LPL Personal Wealth Portfolios; $5,000 for LPL Guided Wealth Portfolios Minimum fee: Flat annual fees ranging from $50 to $100,000+ depending on asset level Fee-only: Financial planning fees hourly $100-$500; flat fees $50-$15,000

Location

11872 Hwy 308

Larose, LA 70373

Most active in

Louisiana

Work history

Lemoine Wealth Management LLc

2023 - Present (3 years)

Advisor Resource Council (Formerly: 360 Wealth Management, LLC)

2018 - Present (8 years)

LPL Financial

2015 - Present (11 years)

Level Four Advisory Services

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 66

Larose, LA

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Series 63, Series 65

Larose, LA

Eagle Strategies (NY Life)

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Series 66

La Rose, LA

Eagle Strategies (NY Life)

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Series 66

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