Kevin Hedstrom
Kevin Hedstrom is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 20 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
8420 W Dodge Rd, Omaha, NE, 68114
Get directionsHistory
Regulatory History (1)
Criminal
April 1995Other Business ActivitiesSells Insurance
Kevin holds advisory licenses with Securities America Advisors and works as sales support/partner for Futurity First Insurance Group, focusing on fixed and fixed indexed annuities. His work at Futurity First Insurance Group takes nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investment Advisors
Proequities, INC.Broker
Futurity First Investment Services INC.Broker
Primesolutions Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
UBS Financial Services INC.
UBS Financial Services 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.