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Patrick Kenney: $1mm-$5mm Complaint Against Premier Planning Advisor

Toledo, Ohio financial advisor Patrick Kenney (CRD# 1449448) recently received an investor complaint alleging damages as high as $5 million. Financial Industry Regulatory Authority records show that he is a broker with Ameritas Investment Company and an advisor with Ameritas Advisory Services, as well as a representative of Premier Planning Group.

Mr. Kenney’s BrokerCheck report discloses one investor complaint. Filed in January 2024, it alleges that as a representative of Ameritas Investment Company, he recommended unsuitable and high-risk fixed annuity investments. The pending complaint alleges damages between $1,000,000 and $5,000,000.

Premier Planning Group’s website includes a profile of Mr. Kenney that describes him as a Managing Partner at the firm. “As a Financial Professional, he has extensive experience assisting individuals and corporations in a variety of financial issues and has built a strong reputation in the industry focusing on tax-advantaged investment,” it states, going on to describe his experience as an entrepreneur. “He is a co-founder of CareLink Nursing Services which in 2015 celebrates 26 years in business. In addition, he was a founding member of Ohio Innovations Fund, a venture capital fund which provided initial round financing to technical startup companies, one of which now trades publicly on NASDAQ.”

According to the Financial Industry Regulatory Authority, Patrick Kenney holds 37 years of securities industry experience. Based in Toledo, Ohio, he has been a broker with Ameritas Investment Company since 2006 and an advisor with Ameritas Advisory Services since 2021. His credentials include the passage of Carillon Investments (Toledo, Ohio; 1986-2006) and Sky Investments (Bryan, Ohio; 1986-2001). His credentials include the passage of five securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Investment Company Products/Variable Contracts Representative Examination, or Series 6TO; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Investment Adviser Law Examination, or Series 65. He holds 33 state licenses. (Information current as of February 26, 2024.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.

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