Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Timothy Kihm is a financial advisor with Osaic Wealth, Inc. Chad has been in the industry since 2024 and has a Series 66 license as well as a Series 7TO and SIE. Chad specializes in financial planning, portfolio management, and pension consulting. Chad is registered to provide financial advice in California and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
05/30/2024 - Present
Osaic Wealth, Inc. (AUSTIN TX)
BOTH
Issued 05/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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