Kenneth R. Richey, CFP, CLU, ChFC, LUTCF in

Kenneth R. Richey, CFP, CLU, ChFC, LUTCF

Examiner · DISC type sc
Registered Representative at NYLIFE Securities LLC
📍 Ogden, Utah, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
28 Years
Current Role
Registered Representative
Job Level
Junior
Location
Ogden, Utah, United States
Personality Overview

How Kenneth shows up

Overcautious
Unexpressive
Late Adopter

The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Kenneth cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2007
Registered Representative
NYLIFE Securities LLC
11-2006
Agent
New York Life Insurance Company
7-1997 - 10-2006
COO
Executive Funding, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2008 - 2010
ChFC
The American College of Financial Services
2007 - 2008
Life Underwriter Training Council Fellow
The American College of Financial Services
1999 - 2002
Bachelor of Science
Weber State University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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