Kraig Matthew Klinkhammer

Current Employers

Employment History

• 11/2004 → Present
  Kibble & Prentice
  Seattle, WA
• 04/2016 → 03/2022
  Kestra Financial Services, Inc
  Austin, TX
• 03/2022 → 08/2024
  Triad
  Norcross, GA
• 04/2022 → Present
  Gallagher Fiduciary Advisors, Llc
  Charlotte, NC
• 08/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2016-04-19 → 2022-03-31
  Kestra Advisory Services, Llc
  Olalla, WA
• 2012-03-09 → 2016-09-22
  Kestra Investment Services, Llc
  Battle Ground, WA
  Charlotte, NC
  Maidens, VA

Other Businesses

1. GALLAGHER FIDUCIARY ADVISORS POSITION: Area VP, Retirement Plan Consultant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 6 START DATE: 04/01/2022 ADDRESS: 2850 Gold Road, Rolling Meadows IL 60008, United States DESCRIPTION: Assist clients with allocations, provide performance updates, answer questions. 2. GALLAGHER BENEFIT SERVICES POSITION: Executive Vice President NATURE: Insurance Brokerage, specifically fixed and Index Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 100 START DATE: 05/01/2015 ADDRESS: 4250 Congress St., Suite 200, Charlotte NC 28209, United States DESCRIPTION: Manage team members and clients by providing services related to the sales and service of Executive Benefit Plans. Includes analysis of life insurance, plan documents, as well as internal strategy and design.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-21
• S63 Uniform Securities Agent State Law Examination
  2011-12-22