Mark Keene
Mark Keene is a registered investment advisor at Osaic Wealth, INC., based in Andover, KS, with 27 years of industry experience. Mark 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
1400 Terradyne Drive, #228, Andover, KS, 67002
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Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
Mark works as an insurance agent brokering life, fixed annuity, LTC, and disability insurance, dedicating a few hours per week. He is also the Founder/CEO of Keene Insight Financial Strategies, LLC, a DBA for his financial services business, and the Vice President of Terrace HOA, spending minimal time and a few hours per week, respectively, on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations10 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.