Kevin Glenn Albrecht - Financial Advisor | TrueAdvisor

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Kevin Glenn Albrecht

Osaic Wealth, INC.

31 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

1200 Route 22, Suite 2000, East Bridgewater, NJ, 08807

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

June 2022

Customer Dispute

March 2003

Denied

Customer Dispute

August 2002

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kevin is an insurance agent since 1994, dedicating minimal time to individual insurance sales. He also works with Novem Group as of April 2022 (taking about half of Kevin's time) and with Osaic Wealth, Inc. as a registered representative since October 2024 (nearly full-time).

Employment History

Current Registrations

Osaic Wealth, INC.Broker

October 2024 - Present · 1 yr 4 mos

Novem Group

May 2022 - Present · 3 yrs 9 mos

Previous Registrations

American Portfolios Financial Services, INC.Broker

April 2022 - October 2024 · 2 yrs 6 mos

LPL Financial LLC

July 2021 - May 2022 · 10 mos

LPL Financial LLCBroker

July 2021 - May 2022 · 10 mos

Waddell & ReedBroker

June 2020 - July 2021 · 1 yr 1 mo

Waddell & Reed

June 2020 - July 2021 · 1 yr 1 mo

Cetera Investment Advisers LLC

January 2014 - June 2020 · 6 yrs 5 mos

Cetera Investment Services LLCBroker

November 2012 - June 2020 · 7 yrs 7 mos

Cetera Investment Services LLC

November 2012 - January 2014 · 1 yr 2 mos

Cuso Financial Services, L.P.Broker

October 2009 - August 2012 · 2 yrs 10 mos

Cuso Financial Services, L.P.

October 2009 - August 2012 · 2 yrs 10 mos

Wells Fargo Advisors, LLC

May 2009 - October 2009 · 5 mos

Wells Fargo Advisors, LLCBroker

April 2009 - October 2009 · 6 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 2008 - February 2009 · 5 mos

Quick & Reilly, INC.Broker

April 2001 - May 2002 · 1 yr 1 mo

Summit Financial Services Group, INC.Broker

October 1998 - April 2001 · 2 yrs 6 mos

Fiserv Investor Services, INC.Broker

May 1996 - October 1998 · 2 yrs 5 mos

Liberty Securities CorporationBroker

August 1991 - February 1995 · 3 yrs 6 mos

Pamco Securities and Insurance ServicesBroker

August 1990 - August 1991 · 1 yr

Ids Life Insurance CompanyBroker

March 1988 - April 1993 · 5 yrs 1 mo

American Express Financial Advisors INC.Broker

March 1988 - August 1990 · 2 yrs 5 mos

Thomas F. White & CO., IncorporatedBroker

October 1987 - February 1988 · 4 mos

Richard Blackman & CO., INC.Broker

February 1986 - October 1987 · 1 yr 8 mos

Equitable Securities of New York,inc.Broker

December 1985 - February 1986 · 2 mos

State Registrations6 states

CAFLMDNJNYPA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.

Kevin Glenn Albrecht - Financial Advisor | TrueAdvisor