KK
Kevin K. Kennedy
MFG INVESTMENTS
Medford, NJ 08055
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CRD#: 7231189
KK
Professional summary
Kevin Kerwin Kennedy, who also goes by Kevin Kennedy, is a registered financial advisor currently at MFG INVESTMENTS, LLC located in Medford, New Jersey and OSAIC WEALTH, INC. located in Medford, New Jersey.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Kevin has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin Kennedy
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) OSAIC WEALTH, INC; POSITION: Registered Representative; NATURE: Broker/Dealer; INVESTMENT RELATED: Yes ; NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/2024; ADDRESS: ;21 Village Green Dr., #104, Ocean View, DE 19970; DESCRIPTION: Investments/Trading 2) MFG INVESTMENTS, LLC; POSITION: Investment Advisor Representative; NATURE: Registered Investment Advisory firm; INVESTMENT RELATED: Yes ;NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 ;START DATE: 09/2023; ADDRESS: 150 Himmelein Rd, Suite 9, Medford, NJ 08055; DESCRIPTION: Investments/planning/asset allocation. 3) INSURANCE; POSITION: Agent; NATURE: Insurance; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 24 ;SECURITIES TRADING HOURS: 20 ;START DATE: 10/31/2023; ADDRESS: 150 Himmelein Road, Suite 9, Medford, NJ 08055; DESCRIPTION: Insurance Planning 4) MFG INVESTMENTS; POSITION: Host NATURE: Podcast- Money Moves ( under our business MFG Investments, LLC) ;INVESTMENT RELATED: Yes; NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 ; START DATE: 01/06/2025; ADDRESS: 150 Himmelein Rd, Medford NJ 08055, United States; DESCRIPTION: Host of the podcast. 5) MFG INVESTMENTS LLC POSITION: Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 150 START DATE: 11/01/2023 ADDRESS: 150 Himmelein Rd Suite 9, Medford NJ 08055, United States DESCRIPTION: Client Consultation and Relationship Management Financial Planning and Advisory Services. Investment Recommendations and Management Compliance and Regulatory Adherence Client Education and Communication Sales and Business Development Continuous Professional Development Ethical Conduct 6) INSURANCE POSITION: Licensed Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 10/31/2023 ADDRESS: 21 Village Green Drive, Suite 104, Ocean View DE 19970, United States DESCRIPTION: Sales 7) MFG INVESTMENTS POSITION: Host NATURE: Podcast- under our business MFG Investments, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2025 ADDRESS: 150 Himmelein Rd, Medford NJ 08055, United States DESCRIPTION: Host of the podcast
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Kerwin Kennedy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 28, 2023 - Present
MFG INVESTMENTS, LLC
Office #1: 150 Himmelein Road Ste 9, Medford, NJ 08055Office #2: 21 Village Green Dr., Suite 104, Ocean View, DE 19970RIA
CRD#: 125122
Medford, NJ
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 150 Himmelein Road Suite 9, Medford, NJ 08055Office #2: 21 Village Green Dr Store 104, Ocean View, DE 19970RIA
BD
CRD#: 23131
MEDFORD, NJ
Past
October 5, 2023 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SAN CLEMENTE, CA
Past
November 5, 2020 - September 18, 2023
TRITON PACIFIC SECURITIES, LLC
BD
CRD#: 139919
EL SEGUNDO, CA
Past
May 18, 2020 - September 16, 2020
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
MEDFORD, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MFG INVESTMENTS, LLC
MFG INVESTMENTS, LLC
CRD#: 125122 / SEC#: 801-132877
RIA
Registered Investment Advisory firm - (5/29/2025 Approved)California
Registered Investment Advisory firm - (6/29/2025 Terminated)Delaware
Registered Investment Advisory firm - (6/10/2025 Terminated)Florida
Registered Investment Advisory firm - (5/30/2025 Terminated)Maryland
Registered Investment Advisory firm - (6/12/2025 Terminated)New Jersey
Registered Investment Advisory firm - (6/3/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/2/2025 Terminated)South Carolina
Registered Investment Advisory firm - (5/30/2025 Terminated)Texas
Registered Investment Advisory firm - (5/30/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(6/14/2024)
RR
Delaware(7/19/2024)
IAR
Delaware(9/18/2024)
RR
New Jersey(6/14/2024)
IAR
New Jersey(9/12/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/18/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MI
MFG INVESTMENTS, LLC
MFG INVESTMENTS, LLC
CRD#: 125122 / SEC#: 801-132877
RIA
Registered Investment Advisory firm - (5/29/2025 Approved)California
Registered Investment Advisory firm - (6/29/2025 Terminated)Delaware
Registered Investment Advisory firm - (6/10/2025 Terminated)Florida
Registered Investment Advisory firm - (5/30/2025 Terminated)Maryland
Registered Investment Advisory firm - (6/12/2025 Terminated)New Jersey
Registered Investment Advisory firm - (6/3/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/2/2025 Terminated)South Carolina
Registered Investment Advisory firm - (5/30/2025 Terminated)Texas
Registered Investment Advisory firm - (5/30/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 Himmelein Road Ste 9, Medford, NJ 08055
Mailing Address
Phone number
(609) 714-0546
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 480 |
| AUM (Assets Under Management) | $ 121,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MFG INVESTMENTS, LLC
CRD#: 125122Medford, NJ 08055TRUST BUT VERIFY
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