Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63
Experience Industry experience
34 years
Location
Beach, ND 58621
OSAIC
Institution
Kenneth Walz is a ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at OSAIC since 2023 and previously spent 14 years with Sagepoint Financial, Inc. Walz also owns Walz Financial Services, an insurance agency focused on life insurance sales. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and nonprofits, offering integrated advisory and brokerage services with access to multiple platforms and third-party managers. The firm employs asset-allocation tools and risk assessment measures to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Beach, ND
41 Central Ave
Beach ND 58621
Advisors at this office
1
North Dakota · Texas
34 years of industry experience
OSAIC
2023 - Present • 3 years
Beach, ND
Sagepoint Financial, Inc.
2009 - 2023 • 14 years
Phoenix, AZ
Aig American General Life Insurance Company
2002 - Present • 24 years
Mandan, ND
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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