Kevin Edward Mahoney

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → Present
  Icm
  Santa Ana, CA
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Costa Mesa, CA

Previous Registrations

• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  Santa Monica, CA
  Corona, CA
  Phoenix, AZ
  Costa Mesa, CA
• 2005-05-17 → 2005-10-31
  Sunamerica Securities, Inc.
  Corona, CA

Other Businesses

KEVIN MAHONEY POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/15/2000 ADDRESS: 695 Town Center Dr., Unit #530, Costa Mesa CA 92626, United States DESCRIPTION: Help provide clients with life and health insurance to protect their families.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-02
• S63 Uniform Securities Agent State Law Examination
  2001-02-17