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Kathleen Ann Strunk

Osaic Wealth, Inc.

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About Kathleen Ann Strunk

Kathleen Strunk is a financial advisor with over 14 years of experience in the industry. Kathleen is currently registered with Osaic Wealth, Inc. and has been with the firm since June 14, 2024. Previously, Kathleen worked for SECURITIES AMERICA, INC., INVESTACORP, INC., and CAPITAL MANAGEMENT SECURITIES, INC. Kathleen is licensed to provide financial advice in the state of Minnesota. She holds the Series 11 exam and specializes in a range of financial products and services.

Firm Information

Kathleen Strunk 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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Kathleen Strunk’s Registration & Firm History

MN

06/14/2024 - Present

Osaic Wealth, Inc. (Inver Grove Heights MN)

MN

08/27/2020 - 06/14/2024

SECURITIES AMERICA, INC. (Inver Grove Heights MN)

MN

09/14/2016 - 07/01/2020

INVESTACORP, INC. (EDINA MN)

MN

11/12/2008 - 08/31/2016

CAPITAL MANAGEMENT SECURITIES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 11/11/2008

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Ann Strunk.
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