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Andrew Lei Kinunen

Osaic Wealth, Inc.

Trenton, MI

CRD 6044063

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-06-24
  • MI RA
    APPROVED
    Since 2025-06-24

Branch Locations

3272 West Rd Suite 1, Trenton, MI 48183 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hantz Financial Services Southfield MI 11/2013 06/2025
Osaic Wealth, Inc Bingham Farms MI 06/2025 Present
  • 11/2013 → 06/2025
    Hantz Financial Services
    Southfield, MI
  • 06/2025 → Present
    Bingham Farms, MI
Previous Registrations
Other Businesses

REDSKY FINANCIAL LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/23/2025 ADDRESS: 30150 Telegraph Rd, Bingham Farms MI 48025, United States DESCRIPTION: Assist Thomas Wloch and Kyle Hall with preparing for client meetings, plan reviews, paperwork, applications, answer telephone, and other tasks as a registered assistant.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-17
  • S66 Uniform Combined State Law Examination
    2013-10-17

View on SEC IAPD

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