Andrew Douglas Kacz

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

• 05/2015 → 02/2022
  Allstate Financial Services Llc
  Dallas, TX
• 02/2022 → Present
  Osaic Wealth, Inc.
  Dallas, TX

Previous Registrations

• 2020-01-24 → 2022-02-04
  Allstate Financial Advisors, Llc
  Dallas, TX

Other Businesses

1. ELEVATED WEALTH ADVISORY POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 02/04/2022 ADDRESS: 2626 Cole Ave, #315, Dallas TX 75204, United States DESCRIPTION: Financial services for clients. 2. ELEVATED WEALTH ADVISORY POSITION: Agent NATURE: LLC. I am the only member of the LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/04/2022 ADDRESS: 2626 Cole Ave, #315, Dallas TX 75204, United States DESCRIPTION: I sell fixed insurance under my approved DBA name of Elevated Wealth Advisory 3. ANDREW KACZ POSITION: Durable Power of Attorney NATURE: NA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/16/2023 ADDRESS: 3019 Thomas Ave, Apt. 1406, Dallas TX 75204, United States DESCRIPTION: Durable Power of Attorney for my mother, Diane Kacz.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-24
• S63 Uniform Securities Agent State Law Examination
  2015-06-14

Other Names

• Andrew Kacz