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Kevin Robert Ledzian

Osaic Wealth, Inc.

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About Kevin Robert Ledzian

Kevin Robert Ledzian is a financial advisor at Osaic Wealth, Inc. Kevin has been working in the financial services industry since 1998. Kevin is registered with the state of Florida as an Investment Advisor Representative and a Registered Representative. Kevin holds the Series 6, Series 7, Series 24, and Series 63 securities licenses. Kevin provides financial planning, pension consulting, and educational seminars to individuals and businesses. Kevin also offers insurance products through his firm.

Firm Information

Kevin Ledzian 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 Ledzian’s Registration & Firm History

FL

01/24/2025 - Present

Osaic Wealth, Inc. (OCALA FL)

NH

07/07/1998 - 08/04/1998

SECURE PLANNING, INC. (PORTSMOUTH NH)

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Licenses & Designations

BC

Issued 06/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2000

Series 7 - General Securities Representative Examination

BC

Issued 05/15/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kevin Robert Ledzian. Review regulatory record here.
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