Steven Kessenich
Steven Kessenich is a registered investment advisor at Osaic Wealth, INC., based in McFarland, WI, with 52 years of industry experience. Steven 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
5807 Glenway St., McFarland, WI, 53558
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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
Steven is an owner of Kessenich & Co. since 1971, spending a few hours per week on investment-related activities. He also works as an insurance agent, selling life, disability, and long-term care insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Harbour Investments, INC.Broker
Fahnestock & CO., INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
B.C. Christopher Securities CO.Broker
Integrated Resources Equity CorporationBroker
Linsco CorporationBroker
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.