Financial advising and Investment management you can trust
Helping you make informed financial decisions with clarity and confidence
About
Meet Kennedy — Your Trusted Investment Advisor
I am registered with the North American Securities Administrators Association (NASAA) as an Investment Adviser Representative (IAR) of Zero Day Capital, an investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC).
With an entrepreneurial background and formal training in finance—including a Master’s degree in Finance from Iowa State University and a Bachelor’s degree in International Business with minors in Finance and Economics from Drake University—I help clients build long-term financial stability through thoughtful planning and diversified investing.
My Clients
Who are you?
01
Individuals
Early- to mid-career professionals who are busy, have limited time or investing experience, and want to build a strong financial foundation while learning to make informed, confident decisions.
02
Families
Families who are focused on protecting what they’ve built, planning for their children’s education, and preparing thoughtfully for long-term goals such as retirement and financial security.
03
Businesses
Business owners who want to better understand investing, manage cash flow efficiently, and align their personal and business finances to support long-term stability and sustainable growth.
Ready to take the next step in your financial journey?
Explore services designed to support your financial decisions with confidence.
My Services
What can I do for you?
01
Investment Advice
As a registered Investment Adviser Representative under the North American Securities Administrators Association (NASAA), I provide fiduciary investment advice focused on your goals and best interests, helping you make informed and confident financial decisions.
02
Financial Planning
Investing alone doesn’t address every part of your financial life. I create comprehensive financial plans designed for ongoing review, helping you stay aligned with your goals—without sales incentives or product-driven advice.
03
Investment Management
A plan matters only when it’s properly executed. I provide fee-only portfolio management focused on suitability, disciplined execution, and alignment with your objectives, without commissions or conflicts of interest.
Blog
Insights & Analysis
Market Trends and Analysis
Mastering Market Volatility: Strategies for Thriving in Turbulent Times
Risk Management Strategies
The Art of Risk Management: Safeguarding Your Investments in a Volatile Market
Technical Analysis Insights
Demystifying Technical Analysis: A Beginner’s Guide to Chart Patterns and Indicators
F.A.Q.
Find answers to commonly asked questions about me and my service
Are you a licensed investment advisor?
Yes. I am registered with the North American Securities Administrators Association (NASAA) as an Investment Adviser Representative (IAR) of Zero Day Capital, an investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC).
This registration authorizes me to provide investment advice and financial planning services while operating under a fiduciary standard—meaning your best interests are always my top priority.
Are you an insurance salesperson?
No. I do not sell insurance products or receive commissions. This means my guidance is not influenced by sales incentives and is focused solely on your financial situation and best interests.
While life and health insurance can play an important role in protecting you and your family, I help you evaluate whether coverage is appropriate and what options to consider—always without conflicts of interest.
What is the free consultation?
The free consultation is an introductory meeting designed to help us determine whether we are a good fit to work together. During this session, we discuss your financial goals, current situation, and key questions you may have.
No advice is given, and there is no obligation to move forward—it’s simply an opportunity to get to know each other and understand how I may be able to help. There’s no cost, no obligation, and no pressure.
Do I need a certain amount of money to work with you?
No. You do not need to have a high net worth to begin financial planning or investing. I work with individuals, couples, families, and business owners at all stages of their financial journey.
With the right guidance and a thoughtful plan, I believe anyone can build toward their long-term financial potential over time.
What is your fiduciary responsibility?
As a fiduciary, I am legally and ethically required to act in your best interests at all times. This means every recommendation is made based on your goals, financial situation, and long-term objectives—not on commissions, incentives, or product sales.
Transparency, care, and objectivity guide every decision I make on your behalf.