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Wealth Management Meet our advisors

Mike Kenison

SAFE Wealth Advisor

CA Insurance License #0658948 
Registered for Securities in: AZ, CA, CO, HI, ID, NC, NV, OR, SC, TX, UT, VA, WA* 
Registered as Investment Advisor Representative (IAR) in: CA* 
*Securities Registrations are held with LPL Financial

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Mike Kenison has more than 30 years of investment experience. He was born and raised in Northern California; and has been with SAFE Financial Services for over 5 years.

He is committed to helping clients and credit union members work toward improving their financial position and seeks to assist them in alleviating their financial stress and monetary concerns.

While customizing a financial strategy for each credit union member, Mike helps he or she navigate the different stages of their financial lives. This comprehensive approach seeks to assist credit union members in working toward reaching their financial potential.

A sports enthusiast, Mike spends much of his leisure time coaching his daughter’s basketball team and his son’s pole vaulting team. When not coaching, he gives his time and talents volunteering for mountain biking and hiking trails organizations in El Dorado County.

 

The financial consultants at SAFE Financial Services are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
 

LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, HI, ID, IL, MN, MT, NC, NM, NV, OH, OR, SC, TX, UT, VA, WA, WY.

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