Kevin Wehn
Kevin Wehn is a registered investment advisor at Osaic Wealth, INC., based in Davie, FL, with 28 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
12555 Orange Drive, Suite # 103, Davie, FL, 33330
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2006Other Business ActivitiesSells Insurance
Kevin sells life insurance and other fixed insurance products, and operates an advisory business providing fee-based advisory services, dedicating about half his time to the latter. He also manages rental property, serves as president of Emerald Financial Strategies, Inc., and is treasurer of Elite Centre Condo Association.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
The Variable Annuity Marketing CompanyBroker
VALIC Financial Advisors, INC.Broker
Public Employees Equities Services CompanyBroker
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.