Coghlan Financial Group - San Diego Financial Planners, Retirement Plans, Estate Planning, 401k Investment Goals
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Ken Ancell
 
 
Address:

1760 Solano Avenue Suite 305

 

Berkeley, CA 94707
Phone:

(510) 527-6060
Fax:

(510) 527-6075
Email:

ken@ancellfinancial.com
Website:
www.ancellfinancial.com
 
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CWA Local(s) Served:
9404 - President: Carol Whichard
9410 - President: Gayle Crawley
 
Seminars:
For a listing of upcoming retirement workshops CLICK HERE
 
Forms:
CWA Retirement Planning Review Questionnaire - CLICK HERE
401(k) Allocation Analysis Questionnaire - CLICK HERE
Asset Allocation and Risk Questionnaire - CLICK HERE
 
Executive Profile:ancellprofilepic
Entered the Securities Industry in 1986. Proprietary Trader Chicago Board Options Exchange and Chicago Mercantile Exchange for 10 years. Bachelor of Science Degree from Southern Illinois University in Microbiology. Master of Science Degree from Southern Illinois University in Biology. Juris Doctor from The John Marshall Law School. A FINRA Series 7, 55, and 66 Registered Representative and Investment Advisor Representative. CA Insurance License #0F67406
 
 
Dave Carroll - Registered Office Assistant
 
Dave graduated from UC Berkeley in 1997 with a degree in History. Previously he worked at NationsBanc Montgomery Securities on a bond trading desk. He also worked as a stockbroker at a boutique online brokerage, PreferredTrade. He was a successful equity trader for six years and is now looking to leverage his extensive knowledge of the securities industry into a successful financial advisory practice.
 
Dave has lived in San Francisco with his wife for the last 12 years and enjoys many outdoor activities such as skiing, surfing, and hiking.

Ken Ancell is a member of the Coghlan Financial Group Network.

 
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Securities available in the following states: CA, IL, SD, VT, NV
Investment Advisory Services available in the following states: CA, IL, SD, VT, NV
Insurance available in the following states: CA, AZ, UT

 
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financial planning, risk management, retirement and estate planning, portfolio design, asset management services and financial goal integration
 
 
Securities offered through Securities America, Inc. A Registered Broker/Dealer Member FINRA/SIPC. Ken Ancell, Registered Representative, CA Insurance License #OF67406. Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisory Firm. Ken Ancell, Financial Advisor. Ancell Financial Advisors, Coghlan Financial Group, Inc., the Coghlan Financial Group Network and the Securities America companies are separate entities and are not affiliated with, retained, nor endorsed by AT&T or the CWA.