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Pamela J Luthi

Osaic Wealth, Inc.

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About Pamela J Luthi

Pamela Luthi is an Investment Advisor Representative at Osaic Wealth, Inc. with over seven years of experience in the financial services industry. Pamela holds the Series 63, Series 65, and Series 6TO licenses as well as the SIE. Pamela is registered to offer securities and investment advisory services in Kansas, Oklahoma, and Alabama. She is also the owner of Pam Luthi Insurance Solutions, LLC, where she offers health insurance, fixed annuities, indexed annuities, long-term care insurance, and traditional life insurance. Pamela is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Pamela Luthi 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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Pamela Luthi’s Registration & Firm History

KS

01/24/2025 - Present

Osaic Wealth, Inc. (Topeka KS)

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Licenses & Designations

IA

Issued 09/01/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2021

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

BC

Issued 07/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pamela J Luthi.
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