James Kuekan
James Kuekan is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Laconia, NH, with 51 years of industry experience. James 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
Laconia, NH
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Regulatory History (1)
Customer Dispute
March 2005Other Business ActivitiesSells Insurance
James is an insurance agent offering various insurance products, including accident and health insurance, life insurance, disability income products, health savings accounts, and annuities, dedicating about 10-20% of his time. He also owns and rents out a boat storage rack, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations6 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.