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Managing Member , President and Chief Compliance Officer · MFG Investments, LLC

Wallace J. Kennedy

CRD 1886437 · 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 Wallace J. Kennedy on its Form ADV as Managing Member , President and Chief Compliance Officer, a control person.

Firms and roles

  • MFG Investments, LLCManaging Member , President and Chief Compliance OfficerWealth manager · Medford, NJ · $146M in regulatory assets

AtlasMembers

Wallace’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 Wallace’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.