Kenneth Saunders
Kenneth Saunders is a registered investment advisor at Osaic Wealth, INC., based in Coral Springs, FL, with 39 years of industry experience. Kenneth 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
5850 Coral Ridge Dr Ste 313, Coral Springs, FL, 33076
Get directionsHistory
Regulatory History (6)
Customer Dispute
March 2016Customer Dispute
February 2014Customer Dispute
May 2002Customer Dispute
June 2001Customer Dispute
March 2000Customer Dispute
March 2000Other Business ActivitiesSells Insurance
Kenneth provides life insurance and fixed annuities, and tax services for clients and prospects through Saunders Investment & Tax Advisory Group, Inc. He is also a representative for SAA, an RIA, and a board member for Park Place at Wyndham HOA.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Walnut Street Securities, INC.Broker
North American Management, INC.Broker
First American National Securities, INC.Broker
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.