Kenneth Schuyler
Kenneth Schuyler is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Frankfort, IL, with 18 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
Frankfort, IL
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Regulatory History (1)
Customer Dispute
October 2012Other Business Activities
Kenneth refers clients to an estate planning firm and may receive a small payment for paperwork assistance, though he anticipates declining it. He also manages client assets as an advisor for FinancialFitness101.org, acts as the sole representative for the website, and speaks on financial responsibility at a community college, dedicating about half his time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Securities Service Network, LLCBroker
Ssn Advisory, INC.
American Trust Investment Services Advisory
American Trust Investment Services, INC.Broker
Chicago Capital Management Advisors, LLC
National Asset Management, INC.
National Securities CorporationBroker
Tandem Advisors, INC.
Tandem Securities, 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.