Kenneth Sledge
Kenneth Sledge is a registered investment advisor at Osaic Wealth, INC., based in Nashville, TN, with 49 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
2100 West End Avenue, Suite 800 & 850, Nashville, TN, 37203
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Regulatory History (2)
Customer Dispute
August 2024Customer Dispute
May 2023Other Business ActivitiesSells Insurance
Kenneth is an agent/sole proprietor at Sledge Benefit Group since 2011, selling accident & health insurance, commission-based group benefits, disability insurance, and health savings accounts. This takes nearly full-time, with 60 of those hours during trading hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
Labrec Securities, INC.Broker
United Capital Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations13 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.