Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Polheber is a financial advisor with over 30 years of experience in the industry. Kevin currently works at Osaic Wealth, Inc. and provides financial planning, pension consulting, and educational seminars for individuals and businesses. Kevin is registered with the state of Wisconsin as both a Registered Investment Advisor (RIA) and a Registered Representative (RR). Kevin is also registered in Colorado and Illinois as a Registered Representative. Before joining Osaic Wealth, Inc., Kevin worked at Securities America, Inc. and Calton & Associates, Inc.
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.
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WI
06/14/2024 - Present
Osaic Wealth, Inc. (MOUNT PLEASANT WI)
WI
04/26/2023 - 06/14/2024
SECURITIES AMERICA, INC. (MOUNT PLEASANT WI)
WI
04/27/2007 - 04/27/2023
CALTON & ASSOCIATES, INC. (Burlington WI)
WI
06/17/2004 - 04/30/2007
LINSCO/PRIVATE LEDGER CORP. (SALEM WI)
IL
03/29/2000 - 06/02/2004
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
03/09/1999 - 03/27/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
11/27/1991 - 03/15/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 03/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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