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Kenneth K

Series 66

Sandpoint, ID

OSAIC

Kenneth Kovalchuk is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. His prior roles include work at Encoder Products Company, Amazon, and Financial Solutions Group, where he serves as a retirement plan specialist. OSAIC serves a diverse client base, including individual and institutional investors, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts with access to third-party managers and unified managed accounts.

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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