Kevin Lamson is a registered investment advisor at Osaic Wealth, INC., based in Lititz, PA, with 29 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
620 E. Oregon Road, Lititz, PA, 17543
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Regulatory History (1)
Customer Dispute
July 2005Other Business Activities
Kevin is the owner and manager of Bednar Financial Group, LLC, which he owns 100%. He actively manages the office and existing client service book of business, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
Ambassador Advisors, LLC
American Portfolios Financial Services, INC.Broker
Ambassador Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Pruco Securities CorporationBroker
State Registrations16 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.