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Member and Chief Compliance Officer · Panorama Wealth Advisors

KENNETH L. MACDONALD

CRD 4587179 · Named on Form ADV at one SEC-registered adviser

At a glance

Panorama Wealth Advisors, an SEC-registered wealth manager based in Greenwood Village, CO with $134 million in regulatory assets, lists KENNETH L. MACDONALD on its Form ADV as Member and Chief Compliance Officer, a control person.

Firms and roles

  • Panorama Wealth AdvisorsMember and Chief Compliance OfficerWealth manager · Greenwood Village, CO · $134M in regulatory assets

AtlasMembers

KENNETH’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For KENNETH’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.