Invested Better
Unclaimed

Unclaimed

Unclaimed

Katherine Anna Osentoski

MKD Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katherine? Claim Your Profile

About Katherine Anna Osentoski

Katherine Osentoski is a financial advisor with MKD Wealth located in Troy, Michigan. Katherine is a Certified Financial Planner and has been in the financial industry since 2014. Katherine has experience working with individuals and families to help them reach their financial goals. Katherine is registered to provide investment advice in Michigan. Katherine is also licensed to sell life, disability and long term care insurance.

Firm Information

Katherine Osentoski is currently registered with MKD Wealth. MKD Wealth, based in Troy, MI, is a financial advisory firm with over $359 million in assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. The firm primarily serves individuals and pension and profit-sharing plans.
MKD Wealth

1301 W. LONG LAKE ROAD

TROY, MI 48098

$359.76M

Assets Under Management

11

Total Clients

5

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katherine Osentoski’s Registration & Firm History

MI

08/13/2024 - Present

MKD Wealth (TROY MI)

Not sure if Katherine Anna Osentoski is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Anna Osentoski.
Not sure if Katherine Anna Osentoski is right for you?