Kenneth Thomas Kruss

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

• 05/2007 → 01/2024
  Woodbury Financial Services
  Oak Brook, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Lake Zurich, IL

Previous Registrations

• 2007-05-25 → 2024-01-19
  Woodbury Financial Services, Inc.
  Lake Zurich, IL
  Oakbrook Terrace, IL
• 2001-02-02 → 2007-06-14
  Citigroup Global Markets Inc.
  Oakbrook Terrace, IL
  Oakbrook Terrace, IL

Other Businesses

1) KRUSS INVESTMENTS; NONINV RELATED; 775 WARWICK LN LAKE ZURICH, IL 60047; SELL FIXED ANNUITIES AND INSURANCE; AGENT; 05/25/2007; 1HR/MON; 1HR/MNO; EDUCATE AND SELL FIXED ANNUIITIES AND TERM INSURANCE 2) KRUSS INVESTMENT SERVICES,INC POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/31/2007 ADDRESS: 775 Warwick Ln., Lake Zurich IL 60047, United States DESCRIPTION: Owner of company that does fixed insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-23
• S63 Uniform Securities Agent State Law Examination
  1996-09-13

Other Names

• Ken Kruss