Kenneth James Kovalchuk
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
3 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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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
11 years in the industry.
- Osaic Wealth, Inc.Mar 2023 to now
- Encoder Products CompanyJun 2021 to now
- AmazonOct 2020 to Jun 2021
- UnemployedJun 2020 to Oct 2020
- PercussionaireMar 2020 to Jun 2020
- Financial Solutions GroupMay 2019 to Sep 2019
- Encoder Products CompanyMay 2016 to Aug 2018
- Montana State UniversityAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, ID, PA).
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
- 7701780
- Firm CRD
- 23131