Kevin Koski
Kevin Koski is a registered investment advisor at Osaic Wealth, INC., based in Jacksonville, FL, with 37 years of industry experience. Kevin 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
10752 Deerwood Park Blvd, Suite 100, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2012Customer Dispute
December 1997Other Business Activities
Kevin operates Kevin Koski Financial as a DBA, providing investment and retirement advice, dedicating a full-time workload to it. He also works as an investment advisor through SAA and/or Securities America, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Ryan Beck & CO.
Ryan Beck & CO.Broker
Advest, INC.
Advest, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.Broker
Quick & Reilly, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
Quick & Reilly, INC.Broker
Merit Capital Associates, INC.Broker
Corporate Securities Group, INC.Broker
Biltmore Securities, INCBroker
The Stuart-James Company, IncorporatedBroker
State Registrations14 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.