Kinnamon & Associates Ltd II

Bret Kinnamon is an investment advisory representative at Kinnamon & Associates Ltd II with 29 years of industry experience. He has been affiliated with Kinnamon & Associates since 1994 and with Cetera Financial Specialists LLC since 2004. In addition to his advisory role, he serves as vice president at Kinnamon Accounting Service, focusing on tax and accounting duties, and is a licensed notary public. Kinnamon & Associates Ltd II provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers individual portfolio management, pension consulting, and comprehensive financial planning, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and long-term investment.

Kyle Kinnamon is a financial advisor at Kinnamon & Associates Ltd II with seven years of industry experience. He holds a Series 66 designation and has worked at multiple affiliated firms, including Cetera Investment Advisers LLC and Cetera Financial Specialists LLC. Outside of his advisory role, he owns and operates a tax and accounting service, providing tax preparation and client administration. Kinnamon & Associates Ltd II provides advisory services to individuals, pension and profit-sharing plans, and businesses, offering portfolio management, pension consulting, and comprehensive financial planning. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and long-term investment, managing portfolios on a non-discretionary basis and delivering tailored investment recommendations based on client objectives and needs.