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Kenton Fervida

Osaic Wealth, INC.
32 Years of Experience
Elkhart, IN
2 DisclosuresBrokerSells Insurance
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Kenton Fervida is a registered investment advisor at Osaic Wealth, INC., based in Elkhart, IN, with 32 years of industry experience. Kenton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.

Osaic Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9240 advisors
Number of Clients
575,512 clients
Average Client Portfolio
$408K average
Assets Under Management
$234.9B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)

Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.

  • Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
  • Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
  • Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.

Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.

View Full SEC Brochure

Location

24005 U.S. Highway 33, Elkhart, IN, 46517

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2014
Denied
Customer Dispute
December 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kenton is a board member at Hubbard Hill Retirement Community, spends minimal time as executor/co-trustee for family, and is co-trustee of a family trust. He dedicates full-time hours to Fervida Financial Strategies, LLC, where he focuses on sales/marketing of advisor and insurance products, and spends about 10-20% of his time on fixed insurance through Fervida Financial Strategies, LLC.

Employment History
Current Registrations
Osaic Wealth, INC.
November 2018 - Present · 7 yrs 11 mos
Osaic Wealth, INC.Broker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Signator Investors, INC.
May 2016 - November 2018 · 2 yrs 6 mos
Signator Investors, INC.Broker
May 2016 - November 2018 · 2 yrs 6 mos
Transamerica Financial Advisors, INC.
February 2002 - May 2016 · 14 yrs 3 mos
Transamerica Financial Advisors, INCBroker
July 1994 - May 2016 · 21 yrs 10 mos
State Registrations13 states
ALAZFLGAINKYMIMNOHPASCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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