Kevin Bateman
Kevin Bateman is a registered investment advisor at Osaic Wealth, INC., based in Missoula, MT, with 26 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
2419 Mullan Road, Suite C, Missoula, MT, 59808
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Regulatory History (2)
Customer Dispute
March 2008Customer Dispute
September 2006Other Business ActivitiesSells Insurance
Kevin is the President of Taurus Wealth Management, dedicating nearly full-time hours to helping clients achieve their financial goals through securities, insurance sales, and RIA duties. He also works as an agent selling Medicare Advantage plans, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Financial Services, INC.
Signator Financial Services, INC.Broker
Pacific West Securities, INC.Broker
Securities America, INC.Broker
Brookstreet Securities CorporationBroker
Mclaughlin, Piven, Vogel Securities, INC.Broker
PFS Investments INC.Broker
Mclaughlin, Piven, Vogel Securities, INC.Broker
State Registrations23 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.