AdFi
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Kenneth L Huffman

Investment Adviser Representative at Insight Folios

Fort Worth, TXCRD #5970956Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kenneth L. Huffman is an investment adviser representative with Insight Folios in Fort Worth, TX, where they have been registered since 2015. They have worked in the securities industry since 2013 and have been registered with 3 firms, including JACK Keeter & Associates, Inc. and Brokers International Financial Services, LLC. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/10/2012
Series 7
General Securities Representative Examination
Passed 10/2/2011

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Insight FoliosCurrent
5/15/2015 – Fort Worth, TX
JACK Keeter & Associates, Inc.
10/9/2014 – 4/20/2015Anaheim, CA
Brokers International Financial Services, LLC
4/2/2012 – 12/2/2013Fort Worth, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. THE Perimeter Group, Inc.
    Jan 2000 – no end date reportedFort Worth, TX
  2. Insight Folios
    May 2015 – no end date reportedFort Worth, TX
  3. Huffman Financial
    Sep 2011 – no end date reportedFort Worth, TX
  4. Captive Nation, Inc.
    Dec 2015 – no end date reportedFort Worth, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Insight Folios

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 - $999,9992.59%
  • $1,000,000 - $1,999,9992.45%
  • $2,000,000 - $4,999,9992.30%
  • $5,000,000 and up—

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
20
Offices listed on AdvisorFinder:
6
Main office:
Charlotte, NC
SEC file number:
801-117138

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 19, 2026

View full firm profile

Other advisors at Insight Folios

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kenneth L Huffman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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