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Kevin Michael Thelen

Osaic Wealth, Inc.

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About Kevin Michael Thelen

Kevin Michael Thelen is a financial advisor who has been active in the industry since 2008. Kevin is currently registered with Osaic Wealth, Inc. in Roseville, CA. Previously, Kevin has worked with Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., and Ameriprise Financial Services, Inc. Kevin provides financial planning and portfolio management services to individuals, businesses, and pension plans.

Firm Information

Kevin Thelen is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Thelen’s Registration & Firm History

CA

01/19/2024 - Present

Osaic Wealth, Inc. (ROSEVILLE CA)

CA

09/16/2019 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (ROSEVILLE CA)

CA

12/11/2007 - 03/22/2017

ROYAL ALLIANCE ASSOCIATES, INC. (SACRAMENTO CA)

WA

01/23/2007 - 10/17/2007

AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)

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Licenses & Designations

BC

Issued 09/23/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Michael Thelen.
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