Ken Frevert began his money management career in 1974 as a securities analyst. During his 35 years of investment management experience, he has had portfolio management duties for 32 years (including the management of three separate common trust funds) and supervisory duties (as manager) of the portfolio management departments of two different organizations. He has also been a regional manager for supervising portfolio managers for six different geographic locations in Kansas and Missouri.
Ken’s experience also includes the creation of model stock portfolios, asset allocation model portfolios (and related asset allocation duties and responsibilities) and individual stock recommendations and selection. Responsibilities for assets under management have been as high as $650,000,000.
Education & Certifications
- Master of Business Administration, Wichita State University
- Bachelor of Business Administration in Finance, Wichita State University
- Accredited Wealth Management AdvisorSM (AWMA®)
Interests & Activities
Ken is active with several charitable organizations. He is a private pilot and enjoys flying. He also likes reading and most outdoor activities.