Kenneth Lundquist
Kenneth Lundquist is a registered investment advisor at Osaic Wealth, INC., based in Southgate, MI, with 36 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
One Heritage Place, Suite 420, Southgate, MI, 48195
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Regulatory History (1)
Customer Dispute
December 1999Other Business ActivitiesSells Insurance
Kenneth is an agent at Allen Wealth Strategies, spending full-time on investment-related activities including smaller death benefit insurance cases and some fixed annuities. He also serves as executor for his mother's estate, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations6 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.