Brenda Kennedy is a registered investment advisor at Osaic Wealth, INC., based in Maumee, OH, with 12 years of industry experience. Brenda 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
1700 Woodlands Dr, Suite 205, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brenda works as an office assistant for an industrial repair and manufacturing company, dedicating about 10-20% of her time to bookkeeping and payroll. She also serves as a board member for BG Pregnancy Center, spending minimal time assisting with events and budget decisions, and works nearly full-time as a registered assistant at Asset Dynamics Wealth Management.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations2 states
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