Kenneth Dale Bolton
Investment adviser representative at Advisory Solutions Group
17 yearsExperience
1 stateRegistered in
$408.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Advisory Solutions GroupMay 2026 to now
- Cs Planning Corp.Jan 2018 to Apr 2026
- Milestone Private Wealth Management, LLCJan 2018 to Apr 2026
- Wells Fargo Advisors Financial Network LLCMay 2009 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Advisory Solutions Group
Legal name: Advisory Solutions Group, LLC
$408.4MAssets managed
807Clients
42Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1925208
- Firm CRD
- 339919