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Kenneth Leblanc

CCO at Personal Financial Solutions

Investment adviser registrationUpdated

Kenneth Leblanc is CCO of Personal Financial Solutions, LLC, a Manasquan investment adviser managing $156M. Kenneth Leblanc has 25 years in the industry across 3 firms and has passed the Series 7 and Series 63.

25
Years in industry
3
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Kenneth Leblanc has been CCO of Personal Financial Solutions since May 1997, is a control person of the firm and directly owns under 5% of it.

Personal Financial Solutions, LLC is a Manasquan, NJ firm with $156M under management, 131 clients and 2 advisers in one office, as of its April 2026 filing.

Kenneth Leblanc’s longest registration was 21 years at Personal Financial Solutions, LLC (2004–2026).

  1. Mercer Global Advisors Inc.Also current
    – present · under a year
    Manasquan, NJ · Adviser representative · Firm CRD 147363
  2. – · 21 years
    Manasquan, NJ · Adviser representative · Firm CRD 129095
  3. KML Financial Services Group, L.L.C.
    – · 21 years
    Manasquan, NJ · Adviser representative · Firm CRD 129105

Credentials and registrations

Investment adviser representative registrations

Kenneth Leblanc is registered as an investment adviser representative in 2 states. Each was approved in April 2026.

  • New JerseySince 29 April 2026
  • TexasSince 20 April 2026

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6312 August 2003
Name
Uniform Securities Agent State Law Examination
Series 713 June 2001
Name
General Securities Representative Examination

Key facts

Full name
Kenneth Patrick Leblanc
CRD
1837019
Role
CCO
Registration
Investment adviser registration
In the industry since
May 2001
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kenneth Leblanc work?

Kenneth Leblanc has been CCO of Personal Financial Solutions, LLC since May 1997, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 15 April 2026

Is Kenneth Leblanc a financial advisor?

Yes. Kenneth Leblanc has a current investment-adviser registration in New Jersey and Texas.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Kenneth Leblanc have?

Kenneth Leblanc has 25 years in the financial industry, since May 2001, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Kenneth Leblanc passed?

Kenneth Leblanc has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in June 2001. FINRA credited Kenneth Leblanc with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where was Kenneth Leblanc previously registered as an investment adviser?

Kenneth Leblanc has past investment-adviser registrations through Personal Financial Solutions, LLC, October 2004 to October 2026; KML Financial Services Group, L.L.C., October 2004 to September 2026, across 3 firms.

Source: IAPD individual record, checked 22 October 2026

Is Kenneth Leblanc registered with FINRA?

No. Kenneth Leblanc has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Kenneth Leblanc’s record?

Search CRD 1837019 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kenneth Leblanc’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Personal Financial Solutions

Sources

  1. IAPD individual record, CRD 1837019, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Personal Financial Solutions, LLC, filed 15 April 2026. Title, control and ownership bands.