Daniel Gerrard Kress

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

• 03/1988 → 11/2018
  Signator Investors, Inc.
  Allentown, PA
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Erie, PA

Previous Registrations

• 2010-08-23 → 2018-11-02
  Signator Investors, Inc.
  Erie, PA
  Erie, PA
  Albany, NY

Other Businesses

1. KRESS FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Doing Business As INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1994 ADDRESS: 2205 W Grandview Blvd, Erie PA 16506, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 2. KRESS FINANCIAL SERVICES REAL ESTATE PARTNERSHIP POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/22/2014 ADDRESS: 2205 W Grandview Blvd, Erie PA 16506, United States DESCRIPTION: Partnership owns the building we conduct business out of and leases to us as affiliates, and also leases a portion of the building out to unaffiliated tenants 3. KRESS FINANCIAL - FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/04/1988 ADDRESS: 2205 W Grandview Blvd, Erie PA 16506, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance 4. KRESS FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1994 ADDRESS: 2205 W Grandview Blvd, Erie PA 16506, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-25
• S63 Uniform Securities Agent State Law Examination
  1988-05-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant