Jerome Kessenich
Jerome Kessenich is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Portage, MI, with 43 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2224 E. Centre Ave., Portage, MI, 49002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerome is an investment advisor representative with Securities America Advisors since 2000. He also prepares income tax returns, taking about half of his time, and sells fixed annuities, EIA, term life insurance, and health insurance, dedicating minimal time to insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Dfs Securities, INC.Broker
Primus Financial Services, INC.Broker
U.S. Mutual Securities CORP.Broker
Mutual Service CorporationBroker
State Registrations16 states
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