Best Investors Account Sign in

Graham Marshall Kent

Osaic Wealth, Inc.

Milwaukee, WI

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-22
  • WI RA
    APPROVED
    Since 2026-01-22

Branch Locations

1200 N Mayfair Rd Suite 300, Milwaukee, WI 53226 • 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
Great Point Capital, Llc Austin TX 08/2021 03/2023
Applied Industrial Technologies Austin TX 08/2020 07/2021
Weimer Bearings And Transmission Germantown WI 08/2018 05/2019
Shiner Park College Station TX 07/2018 12/2020
Texas A&M University College Station TX 08/2016 08/2020
Wdm Landscaping West Bend WI 05/2014 08/2018
Lucky Shotz Hartford WI 01/2024 08/2024
University Of Wisconsin Whitewater Whitewater WI 01/2024 05/2024
University Of Wisconsin-Whitewater Whitewater WI 09/2023 Present
Camp Agawak Minocqua WI 05/2023 08/2023
Osaic Wealth Inc Milwaukee WI 08/2024 Present
  • 08/2021 → 03/2023
    Great Point Capital, Llc
    Austin, TX
  • 08/2020 → 07/2021
    Applied Industrial Technologies
    Austin, TX
  • 08/2018 → 05/2019
    Weimer Bearings And Transmission
    Germantown, WI
  • 07/2018 → 12/2020
    Shiner Park
    College Station, TX
  • 08/2016 → 08/2020
    Texas A&M University
    College Station, TX
  • 05/2014 → 08/2018
    Wdm Landscaping
    West Bend, WI
  • 01/2024 → 08/2024
    Lucky Shotz
    Hartford, WI
  • 01/2024 → 05/2024
    University Of Wisconsin Whitewater
    Whitewater, WI
  • 09/2023 → Present
    University Of Wisconsin-Whitewater
    Whitewater, WI
  • 05/2023 → 08/2023
    Camp Agawak
    Minocqua, WI
  • 08/2024 → Present
    Milwaukee, WI
Other Businesses

1. CHRISTOPHER REED POSITION: Practice Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/26/2024 ADDRESS: 1200 N Mayfair Road STE 300, Milwaukee WI 53226, United States DESCRIPTION: Support staff that includes processing his business paperwork. Service work and taking calls and directing them to Chris or taking a message for Chris. 2.GRAHAM KENT POSITION: Notary NATURE: I am a Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/20/2026 ADDRESS: 1200 N Mayfair Road STE 300, Milwaukee WI 53226, United States DESCRIPTION: I perform duties of a Notary

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-21
S63 Uniform Securities Agent State Law Examination 2021-09-27
  • S66 Uniform Combined State Law Examination
    2026-01-21
  • S63 Uniform Securities Agent State Law Examination
    2021-09-27

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Milwaukee, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor