Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Schiffler is an investment advisor representative at Osaic Wealth, Inc. with over 30 years of experience in the financial services industry. Kevin has been registered as a broker-dealer and an investment advisor representative in several states, including Minnesota, Florida, Texas, and Arizona. Kevin is committed to providing his clients with personalized financial planning and investment management services. Kevin also provides insurance services through a sole proprietorship.
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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MN
05/13/2024 - Present
Osaic Wealth, Inc. (MAPLE GROVE MN)
MN
02/03/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MAPLE GROVE MN)
CA
08/19/2004 - 02/17/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
05/06/1991 - 08/26/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/06/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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