Ken Templeton II is the owner and CCO of Ulta Wealth Management. With over a decade of financial advisory experience, Ken brings a new approach to private wealth management. Ken began his finance career at TCI Wealth Advisors then served as a Financial Advisor Vice President at Morgan Stanley for ten years. He is one of the youngest owners in the country of a (RIA) Wealth Management firm. Ken holds both Series 7 and Series 66 Financial Securities licenses.
In addition to his local ties to Las Vegas, Ken and his family are involved in the global leadership community YPO/WPO. In his spare time, he enjoys spending time golfing, skiing, and fishing.
Based out of Las Vegas, Nevada, Ulta Wealth Management specializes in options trading, retirement planning, private wealth management, and Nevada Asset Protection Trusts. Founded with a vision to build a firm that focuses on creating tremendous value for every client, Ulta Wealth Management offers custom strategies and investment plans that are tailor- fit to meet the unique goals of each individual.
With a portfolio of assets under management for some of the largest families in the state of Nevada, Ulta Wealth Management works with affluent clients with various financial goals including those with large concentrated stock positions who do not want to sell for tax purposes. Others are clients looking to create additional income streams in the current low-rate environment by using options as tools. Regardless of your unique financial goals or ambitions, our private wealth managers will build financial portfolios that help you achieve them.
Connect with one of our private wealth managers to learn more about Ulta Wealth Management’s unique approach so you can start building the future you want.
