Kevin Allen Ross

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

• 11/2014 → 06/2024
  Securities America, Inc.
  Cairo, GA
• 11/2014 → 06/2024
  Securities America Advisors, Inc.
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cairo, GA

Previous Registrations

• 2014-11-14 → 2024-06-14
  Securities America Advisors, Inc.
  Cairo, GA
• 2003-01-17 → 2014-11-14
  Sunset Financial Services, Inc.
  Cairo, GA
  Cairo, GA
  Kansas City, MO

Other Businesses

1. KRFS PROPERTIES LLC POSITION: Manage property. NATURE: KRFS PROPERTIES LLC OWN OFFICE BUILDING 2 UNITS LEASED; 1% OF TIME DEVOTED INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2004 ADDRESS: 22 3rd Ave NW, Cairo GA 39828 DESCRIPTION: Rent out 2 office units. 2. DBA - Ross Advisory Group & Retirement Services 3. ROSS ADVISORY GROUP AND RETIREMENT SERVICES POSITION: Owner NATURE: Life insurance, fixed annuity and long term care. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 85 START DATE: 05/01/1997 ADDRESS: 22 3rd Ave NW, Cairo GA 39828 DESCRIPTION: Sell life insurance, annuities and long term care.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-28