KA

Kevin Glenn Albrecht

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners
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Advisor Information

Office location

1200 Route 22, Suite 2000, East Bridgewater, NJ, 08807

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2022
Customer Dispute
March 2003
Denied
Customer Dispute
August 2002
Settled
Other Business ActivitiesSells Insurance

Kevin is an insurance agent since 1994, dedicating minimal time to individual insurance sales. He also works with Novem Group as of April 2022 (taking about half of Kevin's time) and with Osaic Wealth, Inc. as a registered representative since October 2024 (nearly full-time).

Employment History
Current Registrations
Osaic Wealth, INC. Broker
October 2024 - Present · 1 yr 3 mos
Novem Group
May 2022 - Present · 3 yrs 8 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
April 2022 - October 2024 · 2 yrs 6 mos
LPL Financial LLC
July 2021 - May 2022 · 10 mos
LPL Financial LLC Broker
July 2021 - May 2022 · 10 mos
Waddell & ReedBroker
June 2020 - July 2021 · 1 yr 1 mo
Waddell & Reed
June 2020 - July 2021 · 1 yr 1 mo
Cetera Investment Advisers LLC
January 2014 - June 2020 · 6 yrs 5 mos
Cetera Investment Services LLCBroker
November 2012 - June 2020 · 7 yrs 7 mos
Cetera Investment Services LLC
November 2012 - January 2014 · 1 yr 2 mos
Cuso Financial Services, L.P. Broker
October 2009 - August 2012 · 2 yrs 10 mos
Cuso Financial Services, L.P.
October 2009 - August 2012 · 2 yrs 10 mos
Wells Fargo Advisors, LLC
May 2009 - October 2009 · 5 mos
Wells Fargo Advisors, LLC Broker
April 2009 - October 2009 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2008 - February 2009 · 5 mos
Quick & Reilly, INC.Broker
April 2001 - May 2002 · 1 yr 1 mo
Summit Financial Services Group, INC.Broker
October 1998 - April 2001 · 2 yrs 6 mos
Fiserv Investor Services, INC.Broker
May 1996 - October 1998 · 2 yrs 5 mos
Liberty Securities CorporationBroker
August 1991 - February 1995 · 3 yrs 6 mos
Pamco Securities and Insurance ServicesBroker
August 1990 - August 1991 · 1 yr
Ids Life Insurance CompanyBroker
March 1988 - April 1993 · 5 yrs 1 mo
American Express Financial Advisors INC. Broker
March 1988 - August 1990 · 2 yrs 5 mos
Thomas F. White & Co., IncorporatedBroker
October 1987 - February 1988 · 4 mos
Richard Blackman & Co., INC.Broker
February 1986 - October 1987 · 1 yr 8 mos
Equitable Securities of New York,inc.Broker
December 1985 - February 1986 · 2 mos
State Registrations6 states
CAFLMDNJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.