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KM
CFP
KM
CFP

Kevin Mckinnon

Osaic Institutions, INC.
28 Years of Experience
Salem, NH
Broker
View SEC Summary
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Kevin Mckinnon is a CFP-designated registered investment advisor at Osaic Institutions, INC., based in Salem, NH, with 28 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.

Osaic Institutions, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
570 advisors
Number of Clients
16,312 clients
Average Client Portfolio
$398K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

234 North Broadway, Salem, NH, 03079

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kevin is an officer at Salem Family Resources, dedicating minimal time to budgeting, event planning, and hosting meetings. He also works full-time as a financial advisor with Pentucket Bank since 2006.

Employment History
Current Registrations
Osaic Institutions, INC.
October 2006 - Present · 20 yrs
Osaic Institutions, INC.Broker
October 2006 - Present · 20 yrs
Previous Registrations
Bancnorth Investment Group, INC.Broker
January 2005 - October 2006 · 1 yr 9 mos
Primevest Financial Services, INC.
August 2001 - October 2006 · 5 yrs 2 mos
Primevest Financial Services, INC.Broker
June 2001 - January 2005 · 3 yrs 7 mos
Compulife Investor Services, INC.Broker
January 2000 - June 2001 · 1 yr 5 mos
Citizens Financial Services INC.Broker
October 1997 - January 2000 · 2 yrs 3 mos
State Registrations12 states
CACOFLMAMENHNYPASCTXUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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