Russell
Kenitzer
Osaic Wealth, Inc
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About this Advisor
Russell Kenitzer is a financial advisor based in New Berlin, Wisconsin, working with Osaic Wealth, Inc. Russell has previously held positions at Woodbury Financial Services Inc, Osaic Wealth, Inc, Sii Investments, and Kenitzer Tax Group. Russell has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, Russell is part of Osaic Wealth, Inc, which operates out of New Berlin, Wisconsin. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 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 Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
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
Russell Kenitzer Work History
Osaic Wealth, Inc
Woodbury Financial Services Inc
Kenitzer Tax Group
Sii Investments
Disclosures
Please visit the SEC profile of Russell Kenitzer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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