Financial Advisor Ken Lassen

Ken Lassen - CFP®

Less Stress More Enjoyment

Independent Financial Advisor

About Ken



My Profile

Ken Lassen earned a Bachelors of Science Degree from Arizona State University in 1976. Ken has earned industry designations: Certified Financial Planner (2002) and Certified Estate Planner, (2006). Ken holds FINRA Series 7 and 66 licenses. He also holds Life, Health and Property Casualty insurance licenses in the state of Arizona and various other states in the Southwest.

Ken is a Past President of Rotary and a Past President and Life Member of the Tempe Diablos. His hobbies include travel, hunting, fishing and spending time with family.

My History

Ken was born and raised in the Phoenix area within a third generation farming operation. After receiving his degree from Arizona State University he began a 22 year career in retail banking. In 1999 Ken joined Farm Credit Services Southwest, an association serving the financial needs of farmers, ranchers and dairymen in Arizona and the Imperial Valley in California. Also during that year he joined Money Concepts. He traveled throughout Farm Credit Service Southwest's territory serving the financial planning needs of members and their families. Ken's association with Money Concepts as a Registered Representative allows Farm Credit members to enjoy access to a variety of financial planning and investment products. In December 2014 Ken retired from Farm Credit Services Southwest. He continues his association with Money Concepts as an independent financial advisor and investment manager. Ken maintains his relationships with clients in Agriculture but has opened up his practice to include clients in other professions as well.

 


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Ken Lassen is an independent contractor of Money Concepts
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