Kevin Emerson

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

• 04/2002 → 01/2024
  Woodbury Fncl Serv
  St Louis, MO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Chesterfield, MO

Previous Registrations

• 2006-04-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Creve Coeur, MO
  Chesterfield, MO

Other Businesses

1. OSAIC WEALTH - FIXED INSURANCE POSITION: Insurance Agent NATURE: Term Insurance, Fixed Annuities where appropriate for clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 04/10/2002 ADDRESS: 16640 Chesterfield Grove Rd Suite 170, Chesterfield MO 63005, United States DESCRIPTION: Provide term and fixed annuity quotes where appropriate for clients 2. CSE WEALTH PARTNERS POSITION: Agent NATURE: Marketing and DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2026 ADDRESS: 16640 Chesterfield Grove Rd Ste 170, Chesterfield MO 63005, United States DESCRIPTION: CSE Wealth Partners provides comprehensive financial planning services for individuals and businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-22
• S63 Uniform Securities Agent State Law Examination
  2002-04-29