Kenneth Kovalchuk (CRD# 1709450) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mount Pleasant, PA and has over 36 years of experience in the finance industry.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Mt. Pleasant, PA | Nov 2018 - Current | 5 |
| Self Employed | Mt Pleasant, PA | Jan 1993 - Current | 31 |
| Signator Investors, Inc. | Mt. Pleasant, PA | May 2016 - Nov 2018 | 2 |
| 10-50 Investment Club | Sandpoint, ID | Jun 2015 - Jun 2017 | 2 |
| Transamerica Financial Advisors, Inc. | Mt. Pleasant, PA | May 1994 - May 2016 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1993 |
- FL
- NH
- NJ
- NC
- PA
- SC
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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