Matthew Allen Kem
Investment adviser representative at Osaic Wealth, Inc.
21 yearsExperience
2 statesRegistered in
ChFC®Designation
$234.9BFirm assets
Are you Matthew Allen Kem? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Metlife Securities, IncMay 2007 to now
- Metropolitan Life Ins CoMay 2007 to now
- Kem, Duguid and Associates, PscAug 2005 to now
- Lincoln Financial Securities CorpNov 2009 to Jan 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5342991
- Firm CRD
- 23131