Advisors at this firm
Wallace K
Series 63, Series 65
Ocean View, DE
MFG Investments, LLC
Wallace Kennedy is a financial advisor at MFG Investments, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and Osaic Wealth, Inc. Kennedy is also involved in producing a podcast that discusses financial planning, investments, and basketball. MFG Investments serves individual clients across a range of wealth levels, offering discretionary portfolio management and financial planning. The firm employs strategies such as fundamental analysis and modern portfolio theory, provides model portfolios, and offers educational seminars and workshops at no charge.
Brian H
CFP®, ChFC®, Series 66
Medford, NJ
MFG Investments, LLC
Brian Hoguet is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with MFG Investments, LLC since 2005 and has prior experience at Securities America, Inc. and Securities Service Network, Inc. He also holds a registered representative license with Osaic Wealth, Inc. and is an insurance agent providing coverage solutions for clients. MFG Investments serves individual clients, including both non-high-net-worth and high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory, providing tailored strategies with regular account reviews and educational seminars.
Austin K
Series 66
Medford, NJ
MFG Investments, LLC
Austin Kennedy is an advisor at MFG Investments, LLC with a Series 66 designation and three years of industry experience. His prior roles include positions at Osaic Wealth, Inc. and Securities America, Inc. He is also involved in insurance-related activities. MFG Investments serves individual clients across wealth levels, providing discretionary portfolio management and financial planning with a focus on fundamental analysis and modern portfolio theory. The firm offers educational seminars and workshops and may allocate client assets to third-party money managers as part of its advisory services.
Bradley D
Series 63, Series 65
Medford, NJ
MFG Investments, LLC
Bradley Denn is a financial advisor with MFG Investments, LLC, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has worked at MFG Investments since 2004 and has prior experience at Securities America, Inc., Securities Service Network, Inc., and Padden & Company LLC, where he is a partner at a CPA firm. Denn serves as a board member of the Medford Memorial Community Center and the Medford Township Police Foundation, and he holds the position of treasurer for the Sheffield Court Homeowners Association. MFG Investments serves individual clients across a range of net worth levels, offering discretionary portfolio management and financial planning. The firm employs tailored investment strategies based on fundamental analysis and modern portfolio theory, providing regular account reviews and educational seminars.
Kevin K
Series 66
Medford, NJ
MFG Investments, LLC
Kevin Kennedy is an investment advisor representative at MFG Investments, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc. and Triton Pacific Securities, LLC. In addition to his advisory role, he hosts a podcast called Money Moves under MFG Investments. MFG Investments serves individual clients across a range of wealth levels, providing discretionary portfolio management and financial planning. The firm employs strategies such as fundamental analysis and modern portfolio theory, offering tailored investment solutions and educational seminars.