Paul Robert Krause

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → Present
  Sagepoint Financial
  Abington, PA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Abington, PA

Previous Registrations

• 2013-05-31 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Abington, PA
• 2002-06-11 → 2013-06-17
  Rbc Capital Markets, Llc
  Philadelphia, PA
  Philadelphia, PA

Other Businesses

1. KRAUSE INVESTMENT ADVISORY GROUP, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 05/13/2013 ADDRESS: 1947 Acorn Lane, Abington PA 19001, United States DESCRIPTION: Doing business as ("DBA") name, "Krause Investment Advisory Group, LLC?." 2. KRAUSE INVESTMENT ADVISORY GROUP, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 05/13/2013 ADDRESS: 420 S York Roiad, C25, Hatboro PA 19040, United States DESCRIPTION: Doing business as ("DBA") name, "Krause Investment Advisory Group, LLC?. LLC for tax purposes only.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-16
• S63 Uniform Securities Agent State Law Examination
  1988-03-02