Kenneth Dammel is a registered investment advisor at Osaic Wealth, INC., based in Livermore, CA, with 17 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
4049 1st St Ste 141, Livermore, CA, 94551-4986
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is the owner and principal of Beckman Investment Securities, a sole proprietorship. He dedicates nearly full-time hours to offering investment advice and services.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Capital CorporationBroker
Questar Asset Management, INC.
SA Stone Investment Advisors INC.
Sterne Agee Asset Management, INC.
SA Stone Wealth Management INC.Broker
Emmett a Larkin Company, INC.Broker
State Registrations14 states
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