William Kenneth Mitchell

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

• 05/2009 → 11/2017
  Ingleside Financial Group
  Macon, GA
• 12/2015 → 11/2017
  Lincoln Financial Advisors Corporation
  Macon, GA
• 11/2017 → 09/2024
  Ceros Financial Services
  Rockville, MD
• 11/2017 → Present
  Jansson Financial Services
  Warner Robins, GA
• 09/2024 → Present
  Osaic Wealth Inc
  Chattanooga, TN

Previous Registrations

• 2017-11-30 → 2024-09-26
  Jansson Financial Svcs
  Warner Robins, GA
• 2015-01-05 → 2017-12-05
  Osaic Fa, Inc.
  Eatonton, GA
• 2010-11-29 → 2015-12-26
  Voya Financial Advisors, Inc.
  Windsor, CT
  Macon, GA
• 2004-01-23 → 2010-10-26
  Securities America Advisors, Inc.
  Macon, GA
• 2003-04-22 → 2005-10-25
  Ameriprise Financial Services, Llc
  Alpharetta, GA

Other Businesses

WILLIAM K MITCHELL INSURANCE POSITION: Head NATURE: Sole Proprietorship/Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2017 ADDRESS: 583 Belmont Street, Madison GA 30650, United States DESCRIPTION: Sales of fixed Insurance

Exams

• S66 Uniform Combined State Law Examination
  2003-04-17
• S63 Uniform Securities Agent State Law Examination
  2000-05-08

Other Names

• Ken Mitchell