Young Joel Kim

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

• 06/2018 → 01/2025
  Lincoln Financial Advisors
  Vienna, VA
• 10/2011 → 06/2018
  Mcb Consulting Llc
  Vienna, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vienna, VA

Previous Registrations

• 2024-02-09 → 2025-01-24
  Osaic Fa, Inc.
  Vienna, VA

Other Businesses

1) A PLUS PERSONAL CARE (SALIM, INC.), BOYDS MD 20841 CATEGORY: SERVICE INDUSTRY INVESTMENT RELATED: NO TITLE: EMPLOYEE DUTIES: PART-TIME HOME CAREGIVER START DATE: 08/2024 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 0 2) OSAIC WEALTH POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 8219 Leesburg Pike, Suite 200, Vienna VA 22182, United States DESCRIPTION: Educate, sell, and service fixed life insurance 3) MCB CONSULTING, LLC POSITION: Consultant NATURE: Offer consulting to business clients around business & operations strategy, value-sharing strategies and communications. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 02/01/2024 ADDRESS: 12719 Fernberry Lane, Boyds MD 20841, United States DESCRIPTION: Offer consulting to business clients around business & operations strategy, value-sharing strategies and communications.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-07

Other Names

• Joel Kim