UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
25yrs
Kenneth Roy Painter
Financial advisor at Strata Wealth Advisors
At a glance
Experience25 years (since 2001)
How that compares ?Top advisor by experience at Strata Wealth Advisors
OfficeDallas, TX
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Strata Wealth Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2017 – nowStrata Wealth Advisors, LLCCurrent firm
- 2003 – 2017Osaic Fa, Inc.Previously
Questions to ask Kenneth
Tailored to Kenneth’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kenneth
How do I contact Kenneth?
Call Strata Wealth Advisors at (214) 420-7020 and ask for Kenneth Roy Painter. Kenneth works from the Dallas, TX office.
How long has Kenneth been a financial advisor?
Kenneth has been in the industry since 2001, about 25 years. Top advisor by experience at Strata Wealth Advisors.
What licenses does Kenneth hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kenneth a fiduciary?
Kenneth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kenneth paid?
Strata Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Kenneth for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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