National Retirement Planning Experts

National Coverage
Local Professionals

Kenneth Levin CFF, RFC

Schlager Schlager & Levin

12525 New Brittany Blvd Bldg #30

Fort Myers, FL 33907
(239) 3330490

Your Financial Partner

About Schlager Schlager & Levin

Schlager Schlager & Levin's mission is to offer more then standard planning packages. We believe that helping our clients pay less income and estate taxes is just as important as giving investment advise. When it comes to money, there is no substitute for a carefully considered, disciplined investment approach. Our strategies offer different balances of risk and reward depending on an investor's risk tolerance and time horizon. When you work with us, you can expect that we will be fully devoted to doing what's best for you - not what's best for us. As an independent wealth management firm, we make all of our recommendations based solely on how it best serves your near and long-term goals. For over 25 years, we have treated each client as an individual with unique financial needs. We are our clients' Financial Partner.

General Information

Firm Start Year

2006

No.of Employees

5-9

CRD#

2823854

Firm CRD#

124583

Insurance License#

A154215

Name of Broker/Dealer

JW Cole Financial

Name of Custodial Firm

National Financial services

States Licensed in

FL,GA,CT,IN,MA,MI,MN,NH,NY,NC,O,PA,TN,TX

Years of Experience in Financial Services

25

Number of Years with Current Firm

20

Compliance

Registered Investment Advisor

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Financial Fiduciary®

Securities Licenses

Series 6, Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Disability, Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity

Financial Organization Memberships

Paladin Registry, Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA)

Firm Information

Firm's Number of Clients

300

Firm's Number of Planning Clients

300

Firm's Number of Managed Clients

200

Assets Managed by Firm

$230,000,000

Assets Managed by Advisor

85,000,000

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Compensation Methods

Based on Assets

Fee % Based on Assets

1%

Disclaimer

SCHLAGER SCHLAGER & LEVIN (SS&L) provides tax advice & tax strategies. Securities offered through JW Cole Financial, Inc (JWC), Member FINRA/SIPC. Investment advisory services offered through JW Cole Advisors, Inc (JWCA). SS&L and JWC/JWCA are not affiliated entities. Neither JWC nor JWCA nor their representatives provide legal, tax or accounting advice. If advisors do provide such advice, they do so in a capacity other than as a registered representative or investment advisor.