Kevin Heinrich
Kevin Heinrich is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 13 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
18025 Oak St Ste B, Omaha, NE, 68130
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Regulatory History (1)
Financial
August 2019Other Business ActivitiesSells Insurance
Kevin is an investment advisor representative (IAR) and also works as an insurance agent, dedicating about half of his time to insurance sales. He also teaches a continuing education class at Metro Community College for minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Sammons Securities Company, LLCBroker
Spc
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations5 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.