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Kyle Thomas Wentland

Advisor at OSAIC — Harriman, TN

Updated today

Credentials

Series 63, Series 65

Experience

7 years

Location

Harriman, TN

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,558 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Kyle Wentland is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors and Primerica. Outside of his advisory role, Wentland serves as a board member of the Roane Alliance and is the president-elect of the Harriman Rotary Club. He also volunteers as a graphic designer for Partners Best Games and assists clients with Medicare enrollment through his role with Legacy On Main, LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors. The firm offers a range of integrated brokerage and advisory services and utilizes various tools and platforms to construct portfolios tailored to client risk profiles, with options for discretionary or non-discretionary management.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

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.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

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.

Other

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.

Location

See office

Harriman, TN

Harriman TN

Advisors at this office

1

Most active in

Tennessee

Work history

7 years of industry experience

OSAIC

2024 - Present • 2 years

Harriman, TN

OSAIC

2024 - Present • 2 years

Harriman, TN

Securities America Advisors

2023 - 2024 • 1 year

Harriman, TN

SECURITIES AMERICA, inc.

2023 - 2024 • 1 year

Harriman, TN

SECURITIES AMERICA, inc.

2021 - 2023 • 2 years

Victor, NY

Securities America Advisors

2021 - 2023 • 2 years

Victor, NY

Primerica Advisors

2019 - 2021 • 2 years

Rochester, NY

Primerica Financial services

2018 - Present • 8 years

Rochester, NY

Wikoff Color Corporation

2015 - 2019 • 4 years

Rochester, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jackson W

Series 66

Kingston, TN

Edward Jones

Jackson Wiegold is a financial advisor at Edward Jones in Kingston, TN, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his advisory role, his work history includes positions outside the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Professional Athlete Founder/Business Owner

Deric R

Series 66

Kingston, TN

Edward Jones

Deric Runge is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as a Major and Squadron Executive in the United States Army National Guard, where he coordinates training and operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through its nationwide network of over 23,700 advisors.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Casey D

Series 63, Series 65

Oak Ridge, TN

Primerica Advisors

Casey Dout is a financial advisor with Primerica Advisors in Oak Ridge, TN. He holds Series 63 and Series 65 licenses and has professional experience since 2018, including roles at Bluemont Group, LLC and Starbucks Coffee Co. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm utilizes model-delivery strategies and third-party asset managers to provide diversified advisory services across a broad advisor network.

ESG / Sustainable investing Tax-loss harvesting Income planning
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John E

Series 63, Series 65

Rockwood, TN

OSAIC

John Evans is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America, Inc. and Signator Investors, Inc. Evans also owns The Evans Agency, an insurance business, and serves as president of Rockwood Revitalization, a nonprofit that maintains a local museum. Additionally, he is vice president of the Rockwood Merchants Association and co-hosts a local internet-based news and events program. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers. The firm employs a range of tools for portfolio construction and supports varied account management approaches.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Keith B

Series 63, Series 65

Kingston, TN

LPL Financial

Keith Buck is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at M&T Securities and multiple positions within LPL Financial and its affiliates. He also has a consulting business, KTB Consulting, LLC, registered for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Samuel F

Series 66

Kingston, TN

Edward Jones

Samuel Frogg II is a financial advisor at Edward Jones in Kingston, TN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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