Kenneth Bellavance has been Owner, President and CCO of Investment Planning Advisors since April 2025, is a control person of the firm and directly owns 75% or more of it. Kenneth Bellavance studied at the University of North Georgia.
Investment Planning Advisors is a Cumming, GA firm with $422M under management, 820 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Ken Bellavance is Principal Owner & Financial Planner of truFP. His financial plans weigh the technical aspects of planning along with behavioral elements, and he uses technology to help investors set up, track and maintain their investment portfolios. He places an emphasis on investor education through a series of articles and videos on the firm's website.
Kenneth Bellavance’s longest registration is the current one, 7 years at Investment Planning Advisors since 2019. Before joining Investment Planning Advisors in 2019, Kenneth Bellavance was registered through Cambridge Investment Research Advisors, Inc.
- Cambridge Investment Research Advisors, Inc.– · 3 yearsCumming, GA · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Kenneth Bellavance is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2019; the most recent is Texas, in July 2025.
- GeorgiaSince 2 January 2019
- TexasResidentSince 15 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 November 2014 |
| Series 7 | General Securities Representative Examination | 17 September 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kenneth Julian Bellavance
- CRD
- 6393105
- Firm
- Investment Planning Advisors · CRD 299212
- Role
- Owner, President and CCO
- Office
- 3550 ROWE LANE, Cumming, GA 30041
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trufp.com
Where does Kenneth Bellavance work?
Kenneth Bellavance has been Owner, President and CCO of Investment Planning Advisors since April 2025, and is a control person of the firm.
Is Kenneth Bellavance a financial advisor?
Yes. Kenneth Bellavance has a current investment-adviser registration in Georgia and Texas, through Investment Planning Advisors since January 2019.
How many years of experience does Kenneth Bellavance have?
Kenneth Bellavance has 12 years in the financial industry, since September 2014, across 2 adviser firms.
What exams has Kenneth Bellavance passed?
Kenneth Bellavance has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2014. FINRA credited Kenneth Bellavance with the SIE, which began in October 2018.
Where did Kenneth Bellavance work before Investment Planning Advisors?
Before Investment Planning Advisors, Kenneth Bellavance was registered through Cambridge Investment Research Advisors, Inc., January 2015 to December 2018.
Where is Kenneth Bellavance based?
Kenneth Bellavance’s registered office is in Cumming, GA.
Is Kenneth Bellavance registered with FINRA?
No. Kenneth Bellavance has no current broker registration.
How can I verify Kenneth Bellavance’s record?
Search CRD 6393105 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kenneth Bellavance’s full registration record.
