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Kakim M Kunantaev

Osaic Wealth, Inc.

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About Kakim M Kunantaev

Kakim Kunantaev is an investment advisor representative with Osaic Wealth, Inc. Kakim has over 29 years of experience in the financial services industry. Kakim is registered in California, Colorado, Illinois, Indiana, and Kansas. Kakim has been with Osaic Wealth, Inc. since October 16, 2023. Before that, Kakim worked at Independent Financial Group, LLC and ProEquities, Inc. in Hillsboro, Kansas. Kakim is a licensed investment advisor representative and has passed the Series 63, Series 7, and Series 65 examinations. Kakim is also a licensed securities representative.

Firm Information

Kakim Kunantaev 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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Kakim Kunantaev’s Registration & Firm History

KS

10/16/2023 - Present

Osaic Wealth, Inc. (HILLSBORO KS)

KS

12/07/2011 - 10/16/2023

INDEPENDENT FINANCIAL GROUP, LLC (HILLSBORO KS)

KS

12/17/2001 - 12/02/2011

PROEQUITIES, INC. (HILLSBORO KS)

NY

11/12/2001 - 11/26/2001

FAHNESTOCK & CO. INC. (NEW YORK NY)

NY

06/07/1994 - 10/05/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/07/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Kakim M Kunantaev. Review regulatory record here.
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