Kenneth Kruss
Kenneth Kruss is a registered investment advisor at Osaic Wealth, INC., based in Lake Zurich, IL, with 29 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
Lake Zurich, IL
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Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Kenneth sells fixed annuities and term insurance through Kruss Investments, spending minimal time on this activity. He is also the President of Kruss Investment Services, Inc., which conducts fixed insurance sales, dedicating minimal time to this role as well.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations22 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.