Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Leslie Kessenich is an investment advisor representative with Osaic Wealth, Inc. in McFarland, Wisconsin. Steven has been in the financial services industry since 1974. Steven has experience in providing investment advice to individuals, corporations, and retirement plans. Steven also holds a Series 7TO, SIE, and Series 1 license.
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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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (McFarland WI)
WI
01/25/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (McFarland WI)
WI
02/15/1995 - 01/30/2006
HARBOUR INVESTMENTS, INC. (MADISON WI)
IN
08/26/1988 - 11/03/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
03/23/1990 - 02/13/1995
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
09/26/1986 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
08/26/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
02/02/1982 - 09/08/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/14/1974 - 01/18/1982
LINSCO CORPORATION
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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