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Shayne Dean Kuebler

Osaic Wealth, Inc.

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About Shayne Dean Kuebler

Shayne Kuebler is a financial advisor with over 23 years of experience in the financial services industry. Shayne is currently registered with Osaic Wealth, Inc., a firm that offers a wide range of financial services to individuals, businesses, and institutions. Shayne has a broad range of experience in the financial services industry, including investment advisory, securities trading, and insurance. Shayne holds Series 7, 63 and 66 licenses and is currently registered with the state of Idaho. Shayne is a member of FINRA and the state of Idaho.

Firm Information

Shayne Kuebler 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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Shayne Kuebler’s Registration & Firm History

ID

05/31/2024 - Present

Osaic Wealth, Inc. (HAYDEN ID)

ID

02/22/2011 - 11/03/2023

FSC SECURITIES CORPORATION (HAYDEN ID)

ID

03/30/2006 - 02/11/2011

QA3 FINANCIAL CORP. (HAYDEN ID)

ID

06/12/2002 - 03/30/2006

GREAT NORTHERN FINANCIAL SECURITIES, INC. (HAYDEN ID)

NJ

06/22/2001 - 07/11/2002

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

WA

09/30/1999 - 06/21/2001

METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)

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Licenses & Designations

BOTH

Issued 04/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Shayne Dean Kuebler. Review regulatory record here.
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