Bret Scott Kinnamon
Investment adviser representative at Kinnamon & Associates Ltd Ii
32 yearsExperience
1 stateRegistered in
$117.6MFirm 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.
HourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Cetera Financial Specialists LLCMar 2004 to now
- Kinnamon & Associates, Ltd IiJan 1994 to now
- Kinnamon & Associates Ltd dba Kinnamon Accounting ServiceJan 1994 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (IL).
Kinnamon & Associates Ltd Ii
$117.6MAssets managed
131Clients
2Advisers
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
- 2822681
- Firm CRD
- 106701