Kenneth Roy Painter
Investment adviser representative at Strata Wealth Advisors, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$886.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Strata Wealth Advisors, LLCApr 2017 to now
- Mutual Securities, Inc.Apr 2017 to Dec 2024
- Lincoln Financial AdvisorsMay 2003 to Apr 2017
- Lincoln National Life Insurance CompanyMay 2003 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strata Wealth Advisors, LLC
$886.1MAssets managed
227Clients
10Advisers
9 yearsIn 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
- 4362164
- Firm CRD
- 285973