Kenneth Reese has been an investment adviser representative at BDFS Capital since July 2017, and is not listed among the firm’s executive officers or direct owners. Kenneth Reese holds a Bachelor's degree in Political Science with a Business minor from Penn State University.
BDFS Capital LLC is a Rehoboth Beach, DE firm with $411M under management, 762 clients and 7 advisers in one office, as of its July 2026 filing.
Kenneth Reese is Partner of Black Diamond Financial Solutions. He has ten years of wealth management experience from a bank and a boutique planning environment. He works with business owners, professionals, retirees and pre-retirees on tax-centered financial planning that combines cash flow analysis, portfolio management and risk management into one plan.
Kenneth Reese’s longest registration is the current one, 9 years at BDFS Capital since 2017. Before joining BDFS Capital in 2017, Kenneth Reese was registered through LPL Financial LLC and Park Avenue Securities LLC.
- BDFS Capital LLCCurrent– present · 9 yearsRehoboth Beach, DE · Adviser representative · Firm CRD 287680
- LPL Financial LLC– · 2 yearsMilford, DE · Adviser representative · Firm CRD 6413
- Park Avenue Securities LLC– · 3 yearsLancaster, PA · Adviser representative · Firm CRD 46173
Professional designations
Listed by BDFS Capital
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
Investment adviser representative registrations
Kenneth Reese is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from July 2017; the most recent is Texas, in March 2019.
- DelawareSince 17 July 2017
- PennsylvaniaSince 1 August 2017
- TexasResidentSince 22 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 July 2011 |
| Series 7 | General Securities Representative Examination | 20 June 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kenneth Lance Reese
- CRD
- 5929688
- Firm
- BDFS Capital · CRD 287680
- Office
- 19409 PLANTATION RD, BLDG. 2 UNIT 1, Rehoboth Beach, DE 19971
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- blackdiamondfs.com
Where does Kenneth Reese work?
Kenneth Reese is an investment adviser representative registered through BDFS Capital LLC since July 2017, and is not listed among the firm’s executive officers or direct owners.
Is Kenneth Reese a financial advisor?
Yes. Kenneth Reese has a current investment-adviser registration in Delaware, Pennsylvania and Texas, through BDFS Capital since July 2017.
How many years of experience does Kenneth Reese have?
Kenneth Reese has 15 years in the financial industry, since June 2011, across 3 adviser firms.
What exams has Kenneth Reese passed?
Kenneth Reese has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2011. FINRA credited Kenneth Reese with the SIE, which began in October 2018.
Where did Kenneth Reese work before BDFS Capital?
Before BDFS Capital, Kenneth Reese was registered through Park Avenue Securities LLC, July 2011 to November 2014.
Where is Kenneth Reese based?
Kenneth Reese’s registered office is in Rehoboth Beach, DE.
Is Kenneth Reese registered with FINRA?
Yes. Kenneth Reese has a current broker registration, under CRD 5929688.
Source: FINRA BrokerCheck
Is Kenneth Reese a CFP?
BDFS Capital lists Kenneth Reese with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kenneth Reese’s record?
Search CRD 5929688 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kenneth Reese’s full registration record.
