Kevin Michael Lawhead

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

• 05/2015 → 03/2017
  Lincoln Financial
  Concord, NH
• 03/2017 → 11/2018
  Signator Investors, Inc.
  Portsmouth, NH
• 11/2018 → Present
  Osaic Wealth, Inc.
  Jesrey City, NJ
• 08/2024 → Present
  Franklin Baseball Club
  Franklin, TN

Other Businesses

1. CABIN RENTAL POSITION: owner NATURE: Real Estate. Rent cabin seasonally. May-October. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 63 Cedar Camp Rd., Belgrade ME 04917, United States DESCRIPTION: Rent cabin on Airbnb. Manage listing and answer questions from renters. 2.FRANKLIN BASEBALL CLUB POSITION: Assistant Coach NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2026 ADDRESS: 705 Boyd Mill Ave., Franklin TN 37064, United States DESCRIPTION: assistant coach

Exams

• S66 Uniform Combined State Law Examination
  2019-03-26
• S63 Uniform Securities Agent State Law Examination
  2008-11-06