Kevin Bright (CRD# 6769864) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Saint Cloud, MN and has over 7 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Buffalo, MN | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | St Cloud, MN | Jan 2022 - Jan 2024 | 2 |
| Allianz Life Financial Services, LLC | Minneapolis, MN | Mar 2017 - Dec 2021 | 4 |
| Allianz Life Insurance Company Of North America | Minneapolis, MN | Mar 2016 - Dec 2021 | 5 |
| Hardwoods Specialty Products | Rogers, MN | Jun 2015 - Mar 2016 | < 1 |
| Lowes | Mankato, MN | Jul 2014 - May 2015 | < 1 |
| Minnesota State University, Mankato | Mankato, MN | Aug 2010 - May 2015 | 4 |
| Gander Mountain | Mankato, MN | Jul 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- MN
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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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