Katherine Kennedy
Katherine Kennedy is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Blanco, TX, with 25 years of industry experience. Katherine 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
Blanco, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2006Other Business ActivitiesSells Insurance
Katherine is the owner/president of KBK Wealth Strategies, LLC, offering financial services since 2008. She dedicates a few hours per week to this, including minimal time during securities trading, and occasionally sells life or long-term care insurance to existing clients.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
First Independent Advisory Services, INC.
First Independent Financial Services, INC.Broker
Kbk Wealth Strategies, LLC
Wfg Advisors, LP
Wfg Investments, INC.Broker
Pro-Integrity Securities, INC.
Pro-Integrity Securities, INC.Broker
State Registrations2 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.