Kevin Cool
Kevin Cool is a registered investment advisor at Osaic Wealth, INC., based in Tampa, FL, with 24 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
1511 N. Westshore Blvd., Suite 1100, Tampa, FL, 33607
Get directionsHistory
Regulatory History (2)
Financial
January 2019Financial
January 2019Other Business ActivitiesSells Insurance
Kevin is an insurance broker selling fixed insurance products through Signature Financial Solutions, dedicating minimal time. He also works as a Registered Representative under the same business name, conducting securities insurance, which is a full-time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Aig Capital Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Resource Securities, INC.Broker
Steadfast Capital Markets Group, LLCBroker
John Hancock Advisers, LLC
John Hancock Distributors LLC
John Hancock Distributors LLCBroker
Manulife Wood Logan, INC.Broker
State Registrations18 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.