Kenneth Varndell
Kenneth Varndell is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Carmel, IN, with 34 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
Carmel, IN
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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
Kenneth is a Registered Representative and Investment Advisor Representative at Northstar Capital Group, spending full-time hours on sales/marketing of securities, investment advisory, and insurance products. He also dedicates minimal time as an agent for Northstar Capital Group selling fixed annuities and non-variable insurance, and minimal time as a board member at Marketshare Financial.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Independent Advisers Group CORP
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Intersecurities, INC.Broker
State Registrations11 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.