Advisor at First Investment Corporation
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
First Investment Corporation
Location
Bartlesville, OK 74003
Credentials
CFP®, Series 66
Industry experience
24 years
Kenneth Green is a CFP® with 24 years of experience in financial advising. He has been with First Investment Corporation since 2001 and is also affiliated with Calton & Associates, Inc. Outside of his advisory work, he is involved in bookkeeping and accounting through a separate business venture. First Investment Corporation provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $64 million in client assets across three advisors, employing suitability-based, discretionary strategies using mutual funds, ETFs, individual securities, and periodic asset allocation adjustments.
Based on First Investment Corporation
Based on First Investment Corporation
$0 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.45% $2,000,000 - $2,999,999: 1.40% $3,000,000 - And Over: 1.35%
Advisory representatives earn commissions and 12b-1 fees from sale of mutual funds and insurance products; brokerage clients not charged advisory fees
$150 per hour for financial planning and consultation services; minimum 4 hours; fees generally do not exceed $1,500
Account minimum: $2,500 Minimum fee: Minimum advisory fee of $600 for financial planning services (4 hours at $150/hour) Fee-only: Financial planning and hourly consultation fees charged at $150/hour; financial planning fees generally do not exceed $1,500; minimum 4 hours ($600)
307 Se Frank Phillips Blvd.
Bartlesville, OK 74003
Arkansas · Florida · Kansas · Oklahoma · Texas
Calton & Associates, Inc.
2023 - Present (3 years)
First Investment Corporation
2001 - Present (25 years)
Dominion Investor Services, Inc.
2001 - 2023 (22 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 65
Bartlesville, OK
Servant Wealth Management, LLC
Series 63, Series 65
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Family Faith & Finance Asset Management
CFP®, Series 65
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Revo Financial, LLC
CFP®, Series 63, Series 65
Bartlesville, OK
Archambo Financial Advisors, Inc.
CFP®, Series 66
Bartlesville, OK
Revo Financial, LLC
Series 66
Bartlesville, OK
First Investment Corporation
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