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Kim Kenawell
from Avantra Family Wealth, Inc.
Kim Kenawell is a financial advisor based in Pennsylvania, Mechanicsburg,
with 28 years of experience. Kim currently works for
Avantra Family Wealth, Inc..
Kim maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kim Kenawell works at Avantra Family Wealth, Inc.
Avantra Family Wealth, Inc. is a financial advisory firm based in Mechanicsburg, Pennsylvania. It currently has approximately $123,146,417 of assets under management and employs about 6 people. Avantra Family Wealth, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
100 Sterling Parkway, Suite 107, Mechanicsburg, Pennsylvania, 17050
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