DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Timothy James Kenkel
Feed of 09/14/2026
Also filed as Timothy J Kenkel
At current firm
5 y
since Jan 11, 2021
In the industry
27 y
since Dec 17, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Geneos Wealth Management, Inc. BD affiliated currentsince Jan 11, 2021 · Englewood, Co
- Cascade Financial Management, Inc. formerFeb 24, 2012 to Jan 8, 2021 · Denver, Co
- Wells Fargo Advisors wirehouseApr 12, 2011 to Mar 7, 2012 · Denver, Co
- Capwest Securities, Inc. unclassifiedMay 26, 2010 to Apr 8, 2011 · Lakewood, Co
- Capwest Securities, Inc. unclassifiedOct 15, 2007 to May 13, 2010 · Chandler, Az
- Wells Fargo Advisors wirehouseFeb 14, 2007 to Oct 15, 2007 · Boulder, Co
Moves
a registration end followed by a registration begin elsewhere
- Cascade Financial Management, Inc. to Geneos Wealth Management, Inc.left Jan 8, 2021, registered Jan 11, 2021 (3 days) · RIA to affiliated broker-dealer or bank
- Wells Fargo Advisors to Cascade Financial Management, Inc.left Mar 7, 2012, registered Feb 24, 2012 (-12 days) · Other
- Capwest Securities, Inc. to Wells Fargo Advisorsleft Apr 8, 2011, registered Apr 12, 2011 (4 days) · Other
- Wells Fargo Advisors to Capwest Securities, Inc.left Oct 15, 2007, registered Oct 15, 2007 (0 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address