Robert D Kinnally

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

• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  San Antonio, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Antonio, TX

Previous Registrations

• 2004-04-14 → 2025-01-24
  Osaic Fs, Inc.
  San Antonio, TX
  San Antonio, TX

Other Businesses

1) ROBERT KINNALLY 601 NW LOOP 410 SUITE 240 SAN ANTONIO, TX 78216 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, EQUITY-INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. START DATE: 03/08/2001 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 10 2) RDK ADVISORS LLC 601 NW LOOP 410 SUITE 240 SAN ANTONIO, TX 78216 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERS ACCIDENT AND HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 07/12/2001 HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS: 100 3) ROBERT D. KINNALLY JR./RDK ADVISORS 601 NW LOOP 410 SUITE 240 SAN ANTONIO, TX 78216 CATEGORY: INSURANCE/PREMIUM FINANCING INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: ASSIST CLIENTS AND ACT AS BROKER ON PREMIUM FINANCING TRANSACTIONS. START DATE: 6/16/2021 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 4) ROBERT KINNALLY AIMCOR 601 NW LOOP 410 SUITE 240 SAN ANTONIO, TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: MEMBER DUTIES: ACCESS INSURANCE COMPANIES THROUGH MARKETING ORGANIZATION; RECEIVE OVERRIDES START DATE: 4/2024 HOURS PER MONTH: 120 HOURS PER MONTH DURING TRADING HOURS: 120 5) CONGREGATION OF THE SISTERS OF CHARITY OF THE INCARNATE WORD, SAN ANTONIO, TX POS: Committee Member NATURE: This congregation is a religious order of women in the Catholic Church. They have an extensive portfolio of investments to support their ministries. They have asked if I would sit on their investment committee as a committee member. This is strictly in an advisory role - there is no fiduciary nor trustee capacity. There is a written charter whereby they have a 7 member committee who serve as advisors to the Congregation leader and CFO. Committee members are chosen for having a background in investments and are asked to provide advice to the fiduciaries regarding the investment policy in light of the short, medium, and long term financial needs of the congregation. As a committee member, they want my advice to evaluate the performance of the hired investment managers and if they are following the guidelines by which they have agreed to abide by. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HRS: 1 START DATE: 5/1/25 ADDRESS: Sisters of Charity of the Incarnate Word, 4503 Broadway, San Antonio TX 78209, United States DESCRIPTION: As a committee member, I would be asked to provide my own opinion as to the strategies being used by the hired money managers, the fees that are being charged, the performance of the managers, and if the needs of the congregation necessitate a strategy change. All of this is done strictly in an advisory capacity. There is no fiduciary responsibility by the general committee members. Per the charter, only the congregation leader and the CFO have fiduciary responsibility. 6) ANTONIAN COLLEGE PREPARATORY HIGH SCHOOL POS: Member of the Capital Campaign Committee NATURE: It is a private catholic high school, grades 9-12, under the supervision of the Archdiocese of San Antonio, TX. INVESTMENT RELATED: No # OF HRS: 1 SECURITIES TRADING HOURS: 1 START DATE: 5/30/25 ADDRESS: 6425 West Ave, San Antonio TX 78213 DESCRIPT: This private high school is where my oldest son attends and my youngest will soon be attending in another year. I was asked to sit on the Capital Campaign Committee because there are multiple improvements approved for the school that are both in the design and construction phases. The school would like me to sit on the committee since I am a parent who works in the business world. They would like for me to give advice/feedback on priorities for the school going forward as well as to be available to share my experience as a parent with prospective donors to their capital campaign.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-04
• S63 Uniform Securities Agent State Law Examination
  2001-03-15

Other Names

• Robert D. Kinnally