KK
KK

Kenneth James Kalk

8 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
2,424 clients
Average Client Portfolio
$525K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
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Location

635 2nd Ave S, Onalaska, WI, 54650

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kenneth owns K9 Kisses, LLC, a dog sitting business, dedicating a few hours per week. He also works full-time as a financial advisor for Wealth Plan, which overlaps with his duties at Osaic Wealth.

Employment History
Current Registrations
Wealthplan Partners
September 2024 - Present · 1 yr 5 mos
Osaic Wealth, INC.
June 2024 - Present · 1 yr 8 mos
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Securities America Advisors, INC.
January 2020 - June 2024 · 4 yrs 5 mos
Securities America, INC.Broker
November 2019 - June 2024 · 4 yrs 7 mos
Mwa Financial Services INC.Broker
February 2017 - November 2019 · 2 yrs 9 mos
State Registrations3 states
IAMNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kenneth James Kalk - Financial Advisor | TrueAdvisor