Kevin Ward is a registered investment advisor at Osaic Wealth, INC., based in Centennial, CO, with 10 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
9000 East Nichols Ave, Suite 180, Centennial, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin owns several LLCs, including Elwood Industries Limited, Nostalgia Stadium Cards, October Skies, Relax-Away Bay, Woodward Limited, and Ward Financial. He dedicates full-time hours to both Ward Financial, LLC (financial planning and advisory services) and Bloomfield Hills Advisory (financial planning, trading accounts, income strategies, tax harvesting, retirement savings).
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Cetera Advisors LLCBroker
Sageview Advisory Group, LLC
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Independent Financial Group, LLCBroker
State Registrations34 states
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