Kaitlyn Rose Emery

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

• 07/2015 → 07/2018
  Verizon Wireless
  Niles, OH
• 07/2018 → 06/2022
  Verizon Wireless
  Wilmington, NC
• 09/2022 → 01/2024
  Woodbury Financial Services Inc
  Vienna, OH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Vienna, OH

Other Businesses

1) A ROSE'S TOUCH PHOTOGRAPHY LLC POSITION: Owner NATURE: LLC Photography Business INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2013 ADDRESS: 8076 State Route 305, Burghill OH 44404, United States DESCRIPTION: I am a photographer. I capture sessions for families, couples and weddings. This takes place either at my studio or in various outdoor locations 2) DOUGLAS A EMERY AGENCY INC POSITION: Registered Rep NATURE: CORPDBA The Emery Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/06/2022 ADDRESS: 4479 creeksive blvd, Vienna OH 44473, United States DESCRIPTION: Registered Representative within the company. Performing client meetings, answering phones and various clerical duties. 3) KAITLYN ROSE EMERY POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/17/2024 ADDRESS: 4479 Creekside Blvd, Vienna OH 44473, United States DESCRIPTION: Selling life and health insurance to people of Ohio 4) KAITLYN EMERY POSITION: Contractor NATURE: Contracted as a 1099 INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2026 ADDRESS: 8000 OH-305, Burghill OH 44404-9748, United States DESCRIPTION: I am occasionally contracted as an independent 1099 contractor to second shoot and/or associate shoot weddings and other photography sessions for third-party photography businesses. These engagements are performed individually and not through my own photography business. When contracted, I represent the hiring photography company for that specific event or session and do not use my own business name, branding, marketing materials, or client lists. My responsibilities are limited to photography services on the day of the event as directed by the hiring photographer. I do not handle client contracts, pricing, invoicing, marketing, or client solicitation for these engagements. This activity is completely unrelated to my role in securities or financial services, involves no investment advice, no financial products, and no overlap with clients of the firm.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-04
• S63 Uniform Securities Agent State Law Examination
  2023-01-31