Unclaimed
Kenneth Brandenburg is a financial advisor with over 40 years of experience in the industry. Kenneth has been with Osaic Wealth, Inc. since August 2024, and prior to that, Kenneth worked at Triad Advisors LLC and Ameriprise Financial Services, Inc., where he provided financial advice to individuals and businesses. Kenneth holds a Series 63, 65, 7, and 8 license, and is a registered investment advisor in Florida, Georgia, and Mississippi. Kenneth is a specialist in providing financial planning, portfolio management, and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
08/23/2024 - Present
Osaic Wealth, Inc. (Atlanta GA)
GA
04/16/2010 - 08/23/2024
TRIAD ADVISORS LLC (Atlanta GA)
GA
03/16/2007 - 12/22/2009
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
FL
07/19/2006 - 08/02/2006
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
GA
03/09/2004 - 07/11/2006
SUMMIT BROKERAGE SERVICES, INC. (MABLETON GA)
NY
09/20/2002 - 06/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
01/28/1995 - 10/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
02/22/1989 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
07/29/1981 - 03/06/1989
DEAN WITTER REYNOLDS INC.
IA
Issued 12/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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