Marlene Jean Kaltz

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

• 08/2010 → Present
  Sagepoint Financial Inc.
  Troy, MI
• 05/2010 → Present
  Financial Resources Tax & Financial Consulting Services, Inc.
  Troy, MI
• 09/2023 → Present
  Osaic Wealth, Inc.
  Oakland Township, MI

Previous Registrations

• 2020-10-06 → 2023-09-01
  Osaic Services, Inc.
  Troy, MI
  Oakland Township, MI
• 2010-10-07 → 2020-10-02
  Financial Resources Tax & Financial
  Troy, MI

Other Businesses

1. MJK FINANCIAL SERVICES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2010 ADDRESS: 2888 Birnam Ct, Oakland Township MI 48306, United States DESCRIPTION: LLC was created for tax purposes only. No business is performed with this name. My only duty is to report income and expenses to my accountant for my personal tax returns. 2. FIXED INSURANCE SALES POSITION: Insurance agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2010 ADDRESS: 2888 Birnam Court, Oakland Township MI 48306, United States DESCRIPTION: Sales and service of fixed insurance products

Exams

• S66 Uniform Combined State Law Examination
  2010-09-21
• S63 Uniform Securities Agent State Law Examination
  2000-05-05

Other Names

• Marlene Jean Czasak
• Marlene Jean Czasak