Who I am
Real-World Business Experience. Disciplined Investment Advice.
I am a Registered Investment Adviser Representative (IAR) of Zero Day Capital, an investment advisory firm registered with the U.S. Securities and Exchange Commission. I am registered with the State of Iowa and provide fiduciary investment guidance.
My work is grounded in transparency, professionalism, and alignment with each client’s goals—free from product sales, commissions, or outside incentives.
With over a decade of experience building and operating businesses across multiple industries, I’ve seen how financial decisions shape long-term stability. This perspective informs a disciplined, risk-aware investment approach focused on resilience and long-term thinking.
What government agency or organization governs your practice?
My advisory practice is regulated at both the federal and state levels. Zero Day Capital is registered with the U.S. Securities and Exchange Commission, and I am registered with the State of Iowa as an Investment Adviser Representative.
Investment advisers and their representatives operate under standards developed by the North American Securities Administrators Association (NASAA). These standards form the ethical and fiduciary framework adopted by state regulators nationwide, requiring advisers to place clients’ best interests first in every recommendation and decision.
Do you have formal education to support your credibility?
Yes. I hold a Master’s degree in Finance from Iowa State University and a Bachelor’s degree in International Business from Drake University, with minors in Finance and Economics.
I combine formal financial training with real-world business experience to help clients navigate investment complexity with clarity, structure, and a long-term mindset.
01
Professional Expertise
I bring structured investment knowledge and real-world experience to help clients evaluate opportunities, manage risk, and make informed financial decisions.
02
Personalized Experience
Every client’s situation is unique. I tailor investment guidance to individual goals, risk tolerance, and financial circumstances—never a one-size-fits-all approach.
03
Fiduciary Integrity
I act in my clients’ best interests at all times, prioritizing transparency, objectivity, and alignment over sales incentives or conflicts of interest.
“Good investing begins with understanding, not prediction.”
Kennedy’s mission
A Commitment to Transparent, Fiduciary Advice
My mission is to help individuals, families, and business owners make informed investment decisions through clear, objective, and fiduciary-driven guidance—grounded in discipline, understanding, and long-term alignment with each client’s goals.
Financial markets and investment decisions are complex, especially for individuals and small businesses navigating them without institutional resources. My role is to simplify complexity, provide education, and help clients evaluate risk and opportunity in a structured, thoughtful way.
For transparency, my professional registration can be independently verified through the Investment Adviser Public Disclosure (IAPD)—a public database maintained by U.S. regulators that allows anyone to review an investment adviser’s registration and background.
🔗https://adviserinfo.sec.gov/individual/summary/8211551
What makes you different from insurance agents who provide financial advice?
Insurance agents are typically compensated through commissions tied to specific products. Their recommendations may be influenced by what they are licensed to sell.
As a Registered Investment Adviser Representative, I provide fiduciary investment guidance that is not tied to insurance products or commissions. My role is to offer objective advice focused on your overall financial goals, risk tolerance, and long-term strategy—independent of product sales.
What makes you different from finance influencers on social media?
Finance influencers often share general opinions or educational content and are not required to be licensed or held to fiduciary standards. Their content may be designed for engagement, sponsorships, or advertising rather than individualized financial guidance.
As a Registered Investment Adviser Representative, I operate within a regulated framework and provide personalized, fiduciary investment guidance based on your specific goals, risk tolerance, and financial situation. My focus is on disciplined, long-term decision-making—not short-term trends or online engagement.