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united investment planning

Brent Kesner
Financial Advisor
Serves Members in:

Arkansas

About Brent:

Brent Kesner is dedicated to helping individuals work toward their financial goals by crafting personalized plans that reflect each client’s unique needs, experience, and time horizon. His highest priority is to provide thoughtful, customized guidance that empowers clients to make confident financial decisions.

Brent has 23 years of experience as a financial advisor. Born and raised in Fort Smith, Arkansas, he attended the University of Central Arkansas. When they are not spending time with their sons, Brent and his wife volunteer with Almost Home, a local dog rescue.

Brent works collaboratively with clients to develop strategies focused on:

  • Wealth accumulation during working years
  • Helping build financial confidence in retirement

No matter where clients are in life, Brent offers a wide range of financial tools and products to build a tailored assessment. He welcomes the opportunity to connect and offers a complimentary, no-obligation initial consultation to get started.

Professional Services:

  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Education Funding
  • Tax-Advantaged Investment Strategies
  • Wealth Preservation
  • Retirement Income Planning
  • Financial and Insurance Planning
  • Comprehensive Financial Guidance

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

Address: 8900 Jenny Lind Road Fort Smith, AR 72908 Phone: (479) 397-2515 Email: Send me a message

LPL Financial Form CRS

 Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (memberFINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. United Federal Credit Union and United Investment Planning  are not  registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using United Investment Planning, and may also be employees of United Federal Credit Union. These products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Federal Credit Union or United Investment Planning. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

United Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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