Kenneth John Thelen

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

• 10/2010 → 06/2023
  Wellington Management Company Lp
  Boston, MA
• 04/2025 → Present
  Osaic Wealth, Inc.
  Roslindale, MA
• 06/2023 → 04/2025
  Unemployed
  Boston, MA

Other Businesses

1) THE PARISH OF EMMANUEL CHURCH POSITION: Co-Warden NATURE: The Parish of Emmanuel Church is the only Episcopal Church located in the western communities of the City of Boston (Jamaica Plain, Roslindale, and West Roxbury). The Parish is a 501(c)(3) nonprofit organization through the Episcopal Diocese of Massachusetts in the Neponset Deanery. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2021 ADDRESS: 21 Stratford Street, West Roxbury MA 02132, United States DESCRIPTION: As co-Warden, I am the co-leader of the Vestry (church council) and help ensure all the business functions of the Parish continue. I organize our Vestry meetings and run the meetings on a monthly basis. I work with our finance committee to ensure appropriate financial diligence is maintained. I assist with real estate decisions related to use of Parish property (Scout and community meetings leases, long-term and one-off rentals, etc.). I create the annual report for the Parish and conduct the annual meeting. Overall, we are a small community church and while I do wear a "lot of hats", thankfully there is a cadre of Parishioners who do a sizable amount of work for benefit of the Parish

Exams

• S66 Uniform Combined State Law Examination
  2025-12-11
• S63 Uniform Securities Agent State Law Examination
  2006-12-19

Other Names

• Kenneth John Thelen
• Kenneth Thelen