Austin Carlson Kennedy

Employer firm

Mfg Investments, LLC CRD 125122

$146M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2012 → 05/2022
  Student
  Medford, NJ
• 07/2022 → 11/2022
  Mfg Investments
  Medford, NJ
• 08/2022 → 06/2024
  Securities America, Inc.
  Medford, NJ
• 11/2022 → Present
  Mfg Investments, Llc
  Medford, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Ocean View, DE

Other Businesses

(1 )INSURANCE - POSITION: Insurance NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 02/01/2023 ADDRESS: 150 Himmelein Road, Medford, NJ 08055 DESCRIPTION: Insurance (2) MFG INVESTMENTS, LLC -ADDRESS:150 Himmelein Road, Medford NJ 08055; POSITION: Investment Advisor Representative; NATURE: Independent Registered Investment Advisory firm ; INVESTMENT RELATED: Yes ; NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 11/2022 ADDRESS: 150 Himmelein Road, Medford NJ 08055 DESCRIPTION: Independent RIA (3) OSAIC WEALTH, INC.; Investment Related; ADDRESS: 21 Village Green#104, Ocean View, DE 19970; Broker/Dealer Firm; Registered Representative; START DATE: 06/2024; NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120; DESCRIPTION: Trading for Clients.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-24