Barton Kershner is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Rockville, MD, with 18 years of industry experience. Barton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
702 King Farm Blvd., Ste. 201, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barton works as a client relationship consultant for Gallagher Fiduciary Advisors, providing retirement plan consulting, dedicating nearly full-time hours. He also works as a client relationship consultant for Gallagher Benefit Services, providing retirement plan consulting services, investment monitoring, participant education, and handling plan sponsor inquiries, taking about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Global Retirement Partners LLC
LPL Financial LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
Glass Jacobson Investment Advisors, LLC
Triad Advisors, INC.Broker
Financial Telesis, INC.
Financial Telesis INCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.