Kevin Baldwin
Kevin Baldwin is a ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in Amston, CT, with 40 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
Location
Amston, CT
Get directionsHistory
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
Kevin is involved in non-variable insurance sales, co-owns a property management company, and participates in various boards and associations. He dedicates minimal time to these activities outside of his advisory role.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
MML Investors Services, INC.Broker
MML Distributors, LLCBroker
MML Investors Services, INC.Broker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
Aetna Investment Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Norman NadeauOneamerica Securities, INC.