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Sharon Kay Kauffman

Osaic Wealth, Inc.

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About Sharon Kay Kauffman

Sharon Kauffman is a financial advisor at Osaic Wealth, Inc. based in Fort Morgan, CO. Sharon has been working in the financial services industry since 1993. Her firm provides a range of financial planning, portfolio management, and advisory services to individuals, businesses, and institutions. Sharon has a strong track record of success in helping clients achieve their financial goals. She is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Sharon Kauffman 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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Sharon Kauffman’s Registration & Firm History

CO

06/14/2024 - Present

Osaic Wealth, Inc. (FORT MORGAN CO)

CO

11/14/2014 - 06/14/2024

SECURITIES AMERICA, INC. (FORT MORGAN CO)

CO

10/12/1995 - 11/14/2014

SUNSET FINANCIAL SERVICES, INC. (FT. MORGAN CO)

IA

04/16/1993 - 10/13/1995

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BC

Issued 12/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Kay Kauffman.
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