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Krista Cavolo Brennan

Osaic Wealth, Inc.

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About Krista Cavolo Brennan

Krista Cavolo Brennan is a financial advisor working with Osaic Wealth, Inc. Krista is based out of Warwick, RI and has been in the financial industry since 2024. Krista has a strong understanding of Investment Company Products/Variable Contracts, having passed the Series 6TO exam in July 2024. She also holds the Securities Industry Essentials (SIE) exam. Her focus is on providing financial planning, pension consulting, educational seminars, and selection of other advisors to clients.

Firm Information

Krista Brennan 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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Krista Brennan’s Registration & Firm History

RI

07/02/2024 - Present

Osaic Wealth, Inc. (WARWICK RI)

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Licenses & Designations

BC

Issued 07/01/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/30/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Krista Cavolo Brennan.
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