Kevin Seegert is a registered investment advisor at Osaic Wealth, INC., based in Dundee, MI, with 42 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 Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
124 Tecumseh St, Dundee, MI, 48131
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 1994Customer Dispute
August 1994Other Business Activities
Kevin serves on the board of directors for Nations Light Ministry and D&P Communications, dedicating minimal time to each. Kevin also owns K&K Sound Investments LLC, where he collects rent and pays bills, also requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Sii Investments, INC.
Securities America, INC.Broker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations14 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.