Owner/investment Adviser Representative · MFG Investments, LLC
Kevin K. Kennedy
CRD 7231189 · Named on Form ADV at one SEC-registered adviser
At a glance
MFG Investments, LLC, an SEC-registered wealth manager based in Medford, NJ with $146 million in regulatory assets, lists Kevin K. Kennedy on its Form ADV as Owner/investment Adviser Representative.
Firms and roles
- MFG Investments, LLCOwner/investment Adviser RepresentativeWealth manager · Medford, NJ · $146M in regulatory assets
AtlasMembers
Kevin’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
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Wallace J. KennedyManaging Member , President and Chief Compliance Officer, MFG Investments, LLC
- Kathleen K. KennedyAdmin/owner, MFG Investments, LLC
- Austin C. KennedyOwner/investment Adviser Representative, MFG Investments, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.