Kenzie Leeann Passino
Investment adviser representative at Root Financial Partners
8 yearsExperience
1 stateRegistered in
$2.1BFirm assets
4 yearsFirm 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
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Root Financial PartnersNov 2023 to now
- Keen Wealth AdvisorsJan 2023 to Nov 2023
- Keen Wealth AdvisorsMay 2022 to Aug 2022
- Goodwill Industries of KansasApr 2022 to May 2022
- Colbert Hills Golf CourseMay 2021 to Apr 2022
- DoordashAug 2019 to Dec 2021
- Kansas State UniversityJan 2019 to Dec 2022
- PoshmarkJan 2018 to Dec 2022
- Gorfam MarketingDec 2017 to Aug 2018
- Coweta High SchoolAug 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 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
- 7612761
- Firm CRD
- 290289