Kenneth Turner has been an investment adviser representative at Next Up Wealth Advisors since May 2026, and is not listed among the firm’s executive officers or direct owners.
Next Up Wealth Advisors, LLC is a Scottsdale, AZ firm with $100M under management, 294 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Ken Turner leads the Virginia (Washington DC Metro Area) office of Next Up Wealth Advisors. He works with clients to build and protect personal wealth and to prepare for retirement, including transitioning into retirement with income, tax and spending strategies. Before joining Next Up, Turner worked as an advisor with Brightscape Investment Centers for 20 years, and earlier for Deloitte and TMB as a Lead Business Financial Manager.
Kenneth Turner’s longest registration was 19 years at Brightscape Investment Centers (2007–2026). Before joining Next Up Wealth Advisors in 2026, Kenneth Turner was registered through Brightscape Investment Centers.
- Next Up Wealth Advisors, LLCCurrent– present · under a yearKing George, VA · Adviser representative · Firm CRD 342136
- Brightscape Investment Centers– · 19 yearsKing George, VA · Adviser representative · Firm CRD 129597
Professional designations
Listed by Next Up Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kenneth Turner is registered as an investment adviser representative in Virginia, since May 2026.
- VirginiaSince 15 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 December 2006 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5262392
- Firm
- Next Up Wealth Advisors · CRD 342136
- Office
- King George, VA
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nextupwealthadvisors.com
Where does Kenneth Turner work?
Kenneth Turner is an investment adviser representative registered through Next Up Wealth Advisors, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kenneth Turner a financial advisor?
Yes. Kenneth Turner has a current investment-adviser registration in Virginia, through Next Up Wealth Advisors since May 2026.
How many years of experience does Kenneth Turner have?
Kenneth Turner has 19 years in the financial industry, since April 2007, across 2 adviser firms.
What exams has Kenneth Turner passed?
Kenneth Turner passed the Series 65 in December 2006.
Where is Kenneth Turner based?
Kenneth Turner’s registered office is in King George, VA.
Is Kenneth Turner registered with FINRA?
No. Kenneth Turner has no current broker registration.
Is Kenneth Turner a CFP?
Next Up Wealth Advisors lists Kenneth Turner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kenneth Turner’s record?
Search CRD 5262392 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kenneth Turner’s full registration record.