Kristin Ann Kenyon

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

• 08/2005 → 01/2025
  Lincoln Financial Advisors
  Irvine, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2006-11-30 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA

Other Businesses

VANTAGE POINT ADVISORY GROUP POSITION: Director of Planning Services NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/30/2026 ADDRESS: 18400 Von Karman Avenue, Suite 400, Irvine CA 92612, United States DESCRIPTION: Acting as the director of planning services for Vantage Point Advisory Group. Preparing retirement Confidence analysis for clients.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-29

Other Names

• Kristin Ann Madden
• Kristin Ann Madden