Kevin Christopher Axelson

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

• 08/1996 → Present
  Securities America, Inc.
  Omaha, NE
• 07/2003 → Present
  Securities America Advisors, Inc.
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2003-07-23 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
  La Vista, NE

Other Businesses

SECURITIES AMERICA ADVISORS, INC. POSITION: Supervisor NATURE: I use this license to supervise the advisory Reps with SAA and Rep who have their own RIAs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 07/21/1997 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128, United States DESCRIPTION: I'm a home office Supervisor. I have no advisory clients

Exams

• S66 Uniform Combined State Law Examination
  1997-07-21

Other Names

• Kevin C Axelson