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Kevin W
Series 63, Series 66
Knoxville, IA
OSAIC
Kevin Wadle is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2018, following positions at Signator Investors, Inc. and his own financial services and CPA firms. Outside of his advisory work, he serves as head coach of the boys’ high school tennis team in Knoxville, Iowa, and is vice president of the Knoxville Panther Scholarship Foundation. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third‑party money managers. The firm utilizes asset‑allocation tools, risk‑tolerance assessments, and automated rebalancing in constructing diverse portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.
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