V Kempson
V Kempson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Sparta, NJ, with 41 years of industry experience. V 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
351 Sparta Ave, Suite 204, Sparta, NJ, 07871
Get directionsHistory
Regulatory History (2)
Regulatory
May 2017Employment Separation After Allegations
June 2016Other Business ActivitiesSells Insurance
V is a 50% partner in KT Wealth Group/Kempson & Tschopp LLC, offering insurance, financial, and estate planning services, dedicating a few hours per week. V is also a musician and has a minority ownership in an addiction treatment center, but spends no time on that.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations8 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.