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Walter Jay Kleinmeyer

Osaic FS, Inc.

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About Walter Jay Kleinmeyer

Walter Kleinmeyer is a financial advisor at Osaic FS, Inc. with over 40 years of experience in the industry. Walter has a long history of providing financial advice, and has worked at several firms including Parker/Hunter Incorporated and R.C. Towne, Inc. Walter is licensed in 14 states, and holds several securities licenses including Series 63, Series 24, Series 8, Series 12, SIE, Series 7 and Series 1. Walter offers portfolio management for businesses and individuals, financial planning, educational seminars, and selection of other advisors.

Firm Information

Walter Kleinmeyer is currently registered with Osaic FS, Inc.. Osaic FS, Inc. is a Corporation that was formed on January 21, 1969. The firm is headquartered in FORT WAYNE, IN, United States. Osaic FS, Inc. is a registered investment advisor with the SEC and in 53 states. The firm has approximately 655 registered representatives and 371 investment advisor representatives. The firm manages approximately $4,483,164,358 in assets, including $1,240,351,270 in discretionary assets. The firm offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm's client base includes individuals, corporations, and retirement plans.
Osaic FS, Inc.

1301 SOUTH HARRISON STREET

FORT WAYNE, IN 46802

$4.48B

Assets Under Management

300

Total Clients

311

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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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.

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retirement plan consulting services provided on limited basis.

Retirement plan consulting services provided on limited basis.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Walter Kleinmeyer’s Registration & Firm History

PA

01/28/1986 - Present

Osaic FS, Inc. (JOHNSTOWN PA)

NA

05/12/1983 - 02/06/1986

PARKER/HUNTER INCORPORATED

NA

12/11/1978 - 04/28/1983

R.C. TOWNE, INC.

NA

04/01/1976 - 01/07/1979

A. E. MASTEN & CO., INCORPORATED

NA

02/12/1971 - 03/04/1977

PENNSYLVANIA FUNDS CORPORATION

NA

01/13/1975 - 04/08/1976

AMERICAN GENERAL CAPITAL PLANNING, INC.

NA

06/13/1974 - 08/07/1975

AMERICAN GENERAL CAPITAL DISTRIBUTORS, INC.

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Licenses & Designations

BC

Issued 01/10/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/25/2000

Series 24 - General Securities Principal Examination

BC

Issued 08/24/1983

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 05/16/1981

Series 12 - NYSE Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/1976

Series 7 - General Securities Representative Examination

BC

Issued 02/08/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Walter Jay Kleinmeyer.
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