Kevin
Ward
Osaic Advisory Services, LLC
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About this Advisor
Kevin Ward is a financial advisor based in Denver, Colorado, working with Osaic Advisory Services, LLC. Kevin has previously held positions at Mowatt Financial Inc, First Allied Advisory Services, Inc, First Allied Advisory Services, Sageview Advisory Group, LLC, Cetera Advisors LLC, Triad Advisors, Triad Hybrid Solutions, Independent Financial Group, First Allied Securities, Inc, Cetera Investment Advisors, and Bloomfield Hills. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Florida, and Texas. Currently, Kevin is part of Osaic Advisory Services, LLC, which operates out of Denver, Colorado. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kevin Ward Work History
Triad Advisors
Triad Hybrid Solutions
Cetera Advisors LLC
Sageview Advisory Group, LLC
Cetera Investment Advisors
First Allied Advisory Services, Inc
First Allied Advisory Services
First Allied Securities, Inc
Bloomfield Hills
Independent Financial Group
Mowatt Financial Inc
Disclosures
Please visit the SEC profile of Kevin Ward to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Advisory Services, LLC
Atlanta, GA
Allentown, PA
Atlanta, GA
Allentown, PA
Knoxville, TN
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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