Kenneth Ingersoll
Kenneth Ingersoll is a registered investment advisor at Osaic Wealth, INC., based in Rochester, NY, 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
90 Linden Oaks, Suite 100, Rochester, NY, 14625
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Kenneth is the Vice President of Allied Financial Services, Inc. and APS, Inc., and a partner at ALLIED CPAS, P.C. He also has roles as an outside accountant, executor of a will, member of CCMI Holdings LLC, and member of KIIS Services LLC, dedicating nearly full-time hours to accounting and tax services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Cambridge Investment Research, INC.Broker
1st Global Capital CORP.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.