Kent Alan Balch

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

• 08/1993 → Present
  Time Insurance Co.
  Milwaukee, WI
• 03/2010 → Present
  First Fidelity Financial Group Of Atlanta, Llc
  Atlanta, GA
• 01/2012 → 03/2019
  Questar Capital Corporation
  Minneapolism, MN
• 01/2012 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Atlanta, GA
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Atlanta, GA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Atlanta, GA
• 2012-01-25 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Atlanta, GA
• 2010-03-11 → 2012-01-18
  Kent Balch Money Management, Llc

Other Businesses

1. KENT BALCH. POSITION: Owner. NATURE: Health and life insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/1991 ADDRESS: 3414 Peachtree Rd NE, Suite 1120, Atlanta GA 30326 DESCRIPTION: Service health and life insurance clients. 2. FIRST FIDELITY FINANCIAL GROUP OF ATLANTA POSITION: advisor/agent NATURE: First Fidelity Financial Group of Atlanta is the DBA name for fixed insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 10 START DATE: 04/01/1991 ADDRESS: 1397 Northview Ave NE, Suite 1120, Atlanta GA 30306, United States DESCRIPTION: DESCRIPTION: Service health and life insurance clients. 3. GCG WEALTH MANAGEMENT POSITION: Financial Planner NATURE: LLC Financial Planning, Securities and investment products and sales. Insurance product sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2026 ADDRESS: 1415 Vantage Pk Dr #25, Charlotte NC 28207, United States DESCRIPTION: Financial Planning, Securities and investment products and sales. Insurance product sales. Conduct client reviews. Portfolio maintenance and construction.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-02-06
• S65 Uniform Investment Adviser Law Examination
  2010-02-04

Other Names

• Kenneth Alan Balch