Kevin Noonan
Kevin Noonan is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Crystal Lake, IL, with 24 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
381 S. Main Street, Crystal Lake, IL, 60014
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2006Criminal
September 1981Other Business ActivitiesSells Insurance
Kevin is an insurance agent for fixed, variable, and retirement plans, dedicating a few hours per week. He is also a board member for two healthcare clinics and a VP/IAR for American Community Wealth Management, LLC, spending nearly full-time on this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
American Community Wealth Management, LLC
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, INC.
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
State Registrations17 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.