Kyle Wentland
Advisor at OSAIC
Updated today
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.
Location
Harriman, TN
Credentials
Series 63, Series 65
Industry experience
7 years
About
Kyle Wentland is a financial advisor with OSAIC based in Harriman, Tennessee, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at Securities America Advisors and Primerica. Outside of advisory work, he serves on the board of the Roane Alliance and is President-Elect of the Harriman Rotary Club, engaging in local economic development and community service initiatives. OSAIC is a large SEC-registered investment adviser and broker-dealer supporting a broad client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of advisory services and investment programs, utilizing advanced portfolio management tools and multiple custodial platforms, and serves over 6,200 advisors and approximately $200 billion in assets under management.
Client services
Based on OSAIC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.
$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program
Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.
$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.
Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.
Location
Harriman, TN
Most active in
Kyle W has reported serving >5 clients in these states in the last 12 months.
Tennessee
Work history
OSAIC
2024 - Present (2 years)
OSAIC
2024 - Present (2 years)
Securities America Advisors
2023 - 2024 (1 year)
SECURITIES AMERICA, inc.
2023 - 2024 (1 year)
SECURITIES AMERICA, inc.
2021 - 2023 (2 years)
Securities America Advisors
2021 - 2023 (2 years)
Primerica Advisors
2019 - 2021 (2 years)
Primerica Financial services
2018 - Present (8 years)
Wikoff Color Corporation
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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