Wallace Kennedy
Wallace Kennedy is a registered investment advisor at Osaic Wealth, INC., based in Medford, NJ, with 32 years of industry experience. Wallace 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
150 Himmelein Rd, Medford, NJ, 08055
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wallace is an insurance agent since 1994, dedicating about 10-20% of their time to insurance planning. He is also the owner and president of MFG Investments, LLC, a registered investment advisory firm, which takes nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Mfg Investments, LLC
Previous Registrations
Securities America, INC.Broker
Medford Financial Group, LLC
Securities Service Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bear, Stearns & CO. INC.Broker
State Registrations24 states
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