Kate Marie Kilpela

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2023-09-01

MN RA
APPROVED

Since 2023-09-01

Branch Locations

430 3Rd Street N, Dassel, MN 55325 • 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

Organization	City	State	From	To
Five Star Financial	Hutchinson	MN	10/2020	Present
Backyard Reflections	Annandale	MN	06/2019	08/2020
Cokato Accounting/Hr Block	Cokato	MN	01/2019	06/2019
Starbucks/Target	Hutchinson	MN	09/2016	01/2017
Homebased	Dassel	MN	02/2017	12/2018
Sagepoint Financial, In.	Hutchinson	MN	01/2022	09/2023
Osaic Wealth, Inc.	Hutchinson	MN	09/2023	Present

10/2020 → Present

Five Star Financial

Hutchinson, MN
06/2019 → 08/2020

Backyard Reflections

Annandale, MN
01/2019 → 06/2019

Cokato Accounting/Hr Block

Cokato, MN
09/2016 → 01/2017

Starbucks/Target

Hutchinson, MN
02/2017 → 12/2018

Homebased

Dassel, MN
01/2022 → 09/2023

Sagepoint Financial, In.

Hutchinson, MN
09/2023 → Present

Osaic Wealth, Inc.

Hutchinson, MN

Previous Registrations

2022-10-31 → 2023-09-01

Osaic Services, Inc.

Hutchinson, MN

Other Businesses

1. LINDER FINANCIAL RESOURCES POSITION: Registered Representative NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 136 START DATE: 04/04/2025 ADDRESS: 430 3rd St N, Dassel MN 55325, United States DESCRIPTION: I am in joint meeting with Mark and Jacob Linder and also lead meetings on my own. I prepare for meetings with the advisors and do a portion of the follow-up including sending a summary email to the clients. I assist in processing trades as needed.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-28

S66 Uniform Combined State Law Examination

2022-10-28

Other Names

Kate Marie Isaacson

View on SEC IAPD