Kendall Klaus
Kendall Klaus is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Wichita, KS, with 41 years of industry experience. Kendall 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
889 N. Maize Rd., Suite 109, Wichita, KS, 67212
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Regulatory History (1)
Regulatory
March 2006Other Business ActivitiesSells Insurance
Kendall provides advisory services through Securities America Advisors, dedicating full-time hours to this role. Additionally, Kendall is an advisor at Klaus Financial Group, spending about a quarter of their time on insurance sales and investment advice.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Ids Life Insurance CompanyBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Financial Services INC.Broker
State Registrations5 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.