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John Martin Kilroy

Osaic Wealth, Inc.

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About John Martin Kilroy

John Martin Kilroy is a financial advisor with Osaic Wealth, Inc. based in Wyomissing, Pennsylvania. John has been working in the financial industry since January 3, 1999, and has experience providing financial advice to a wide range of clients, including individuals, businesses, and charitable organizations. John holds a Series 66, Series 7, and Series 24 license and is also a Certified Financial Planner. John is passionate about helping clients achieve their financial goals. He is committed to providing personalized financial advice and helping clients understand their options and make informed decisions.

Firm Information

John Kilroy is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Kilroy’s Registration & Firm History

PA

10/11/2024 - Present

Osaic Wealth, Inc. (WYOMISSING PA)

PA

11/13/1998 - 06/17/2016

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 11/09/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/06/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John Martin Kilroy. Review regulatory record here.
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