Sofia Anna Kaldes

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → Present
  Mid Penn Bank/Mid Penn Financial Services
  Harrisburg, PA
• 02/2019 → 05/2019
  Full Time Education - Kutztown University
  Kutztown, PA
• 12/2018 → 01/2019
  Mid Penn Bank
  Harrisburg, PA
• 09/2018 → 11/2018
  Full Time Education - Kutztown University
  Kutztown, PA
• 05/2018 → 08/2018
  Mid Penn Bank
  Harrisburg, PA
• 08/2017 → 04/2018
  Full Time Education - Kutztown University
  Kutztown, PA
• 06/2016 → 08/2017
  Caddy Shack Restaurant
  Mechanicsburg, PA
• 09/2020 → Present
  Infinex Investments, Inc.
  Meriden, CT

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-30
• S65 Uniform Investment Adviser Law Examination
  2026-03-13