Kenneth Bieri
Kenneth Bieri is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Birghton, MI, with 19 years of industry experience. Kenneth 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
8163 Grand River, Ste 300, Birghton, MI, 48114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is an agent/broker for Wealth Strategies Financial Group, focusing on fixed insurance sales, and spends a few hours per week on this. He is also the President of Bieri Agency, Inc., dedicating about a quarter of his time to fixed insurance sales and S Corp activities related to life and health insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations3 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.