![Kenneth Kalk, financial advisor Onalaska WI](/img/ws/profile-blank-sq.png)
Kenneth Kalk (CRD# 6747244) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Onalaska, WI and has over 7 years of experience in the finance industry.
![Nicholas Forliti, financial advisor Onalaska WI](/img/ws/profile-blank-sq.png)
CRD# 5341508
Ameriprise Financial Services, LLC
![Tyler Adams, financial advisor Onalaska WI](/img/ws/profile-blank-sq.png)
CRD# 6378560
Robert W. Baird & Company Incorporated
![Jennifer Akins, financial advisor Onalaska WI](/img/ws/profile-blank-sq.png)
CRD# 2922398
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Onalaska, WI | Jun 2024 - Current | < 1 |
Osaic Wealth, Inc. | Onalaska, WI | Jun 2024 - Current | < 1 |
Securities America Advisors | Onalaska, WI | Jan 2020 - Jun 2024 | 4 |
Securities America, Inc. | Onalaska, WI | Nov 2019 - Jun 2024 | 4 |
Mwa Financial Services Inc. | Rock Island, IL | Feb 2017 - Nov 2019 | 2 |
Modern Woodmen Of America | Rock Island, IL | Jan 2017 - Nov 2019 | 2 |
La Crosse Country Club | La Crosse, WI | Sep 2015 - Jan 2018 | 2 |
Medina Golf And Country Club | Medina, MN | May 2011 - Aug 2015 | 4 |
College Works Painting | Minneapolis, MN | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2017 |
S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- WI
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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
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