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Kenneth Charles Krichbaum

Osaic Wealth, Inc.

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About Kenneth Charles Krichbaum

Kenneth Charles Krichbaum is a financial advisor at Osaic Wealth, Inc., located in Reno, Nevada. Kenneth is a CERTIFIED FINANCIAL PLANNER™ professional with over 23 years of experience in the financial services industry. Kenneth has worked at several firms throughout his career, including LPL Financial LLC, Securities America, Inc. and NFP Securities, Inc. Kenneth specializes in working with individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans and charitable organizations. Kenneth is registered with the state of Nevada as both a broker-dealer and an investment advisor.

Firm Information

Kenneth Krichbaum 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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Kenneth Krichbaum’s Registration & Firm History

NV

06/14/2024 - Present

Osaic Wealth, Inc. (RENO NV)

NV

11/01/2017 - 06/14/2024

SECURITIES AMERICA, INC. (RENO NV)

NV

08/15/2013 - 11/07/2017

LPL FINANCIAL LLC (RENO NV)

NV

10/18/2004 - 08/22/2013

NFP SECURITIES, INC. (RENO NV)

IN

02/16/2001 - 10/18/2004

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

02/16/2001 - 12/17/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

MO

10/27/1999 - 09/18/2000

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Charles Krichbaum.
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