Featured Business Financial Advisor in Coral Springs, FL
Coral Springs Financial Advisors
Safety of Principle Wealth Management Co., LLC
11555 Heron Bay Blvd., Suite #200
Coral Springs, FL 33076
(954) 326-6979
Advisor Profile
Kenneth S. Feyers
Name:  Kenneth S. Feyers
Phone Number:  (954) 326-6979
Website:  Visit Website
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About Safety of Principle Wealth Management Co., LLC

Safety of Principle, Inc. specializes in providing planning and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. If you're typical, your retirement could last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped literally thousands of individuals and couples, at all economic levels, to enjoy a worry free retirement knowing that their money is safeguarded, plus working hard and smart, and ready for them when needed.
 

General Information

Gender:    Male
CRD#:    1785448
Firm CRD#:    143918
Insurance License#:    A083469
Name of Broker/Dealer:    n/a
Name of Custodial Firm:    Schwabb and Trust Company of America
States Licensed in:    FL,
Years of Experience in Financial Services:    12
Number of Years with Current Firm:    9
Work Experience:    17 years in the Financial Service Industry
8 years in the Tax Advisory Industry
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
Studied business at Central Michigan University and Wayne State
University
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Insurance, Alternative Investments, Annuities, Stocks, Bonds, Mutual Funds
 

Qualifications & Memberships

Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Annuity, Life
 

Firm Information

Advisor's Number of Clients:    108
Advisor's Number of Managed Clients:    55
Advisor's Number of Planning Clients:    49
Assets Managed by Advisor:    $45,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Flat Fee, Based on Assets
Fee % Based on Assets:    1%
Flat Fee Rate:    $250
 
 
 
Prepared By: Kenneth S. Feyers