Kelly Goodburn
Kelly Goodburn is a registered investment advisor at Osaic Wealth, INC., based in Mission, KS, with 29 years of industry experience. Kelly 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
5800 Foxridge Dr Ste 125, Mission, KS, 66202
Get directionsHistory
Regulatory History (1)
Criminal
July 1983Other Business ActivitiesSells Insurance
Kelly operates under the DBA Goodburn Financial and works as a kicking coach, dedicating minimal time to this. Kelly also sells fixed annuities, life insurance, and index annuities, spending about 10-20% of their time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Bankers & Investors CO.
Bankers & Investors CO.Broker
Invest Financial CorporationBroker
Bankers & Investors CO.Broker
State Registrations7 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.