Kyle Thomas Wentland

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

• 02/2019 → 07/2021
  Pfs Investments Inc.
  Rochester, NY
• 12/2018 → Present
  Primerica Financial Services
  Rochester, NY
• 08/2015 → 10/2019
  Wikoff Color Corporation
  Rochester, NY
• 07/2021 → 02/2023
  Securities America, Inc.
  Victor, NY
• 07/2021 → 02/2023
  Securities America Advisors
  Victor, NY
• 02/2023 → 06/2024
  Securities America Advisors
  Harriman, TN
• 02/2023 → 06/2024
  Securities America, Inc.
  Harriman, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Harriman, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Harriman, TN

Previous Registrations

• 2021-07-30 → 2024-06-14
  Securities America Advisors, Inc.
  Victor, NY
  Harriman, TN
  Penfield, NY
• 2021-05-13 → 2021-08-04
  Pfs Investments Inc.
  Rochester, NY

Other Businesses

1. AVH INVEST POSITION: Financial Advisor NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/30/2021 ADDRESS: 216 EDWARDS RD HARRIMAN TN 37748 DESCRIPTION: Possible sales of Variable Annuities 2. DBA - AVH Invest 3. LEGACY ON MAIN, LLC POSITION: Agent NATURE: Medicare INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/05/2022 ADDRESS: 216 EDWARDS RD HARRIMAN TN 37748 DESCRIPTION: Helping new and existing clients sign up for Medicare. 4. PARTNERS BEST GAMES POSITION: Volunteer Graphic Designer NATURE: Volunteering my time to help a friend design cards and board games. I have previous experience as a graphic designer and still have the technical ability to assist him with design concepts and graphics, and he is trying to start his own game company. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/22/2023 ADDRESS: 59 Custer St Rochester NY 14611 DESCRIPTION: Assisting with design concepts and graphics. 5. ROANE ALLIANCE POSITION: Board Member NATURE: The Roane Alliance was formed in 2001 as Roane County's economic development organization and a cooperation between the Roane County Industrial Development Board (RCIDB), Roane County Visitor's Bureau (RCVB), and the Roane Chamber. Together, we work to increase economic prosperity and improve the quality of living for Roane County, while representing the county we love and the best Tennessee has to offer businesses, citizens, and travelers. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 1209 N Kentucky St Kingston TN 37763 DESCRIPTION: A Roane Alliance board member contributes to the organization's mission by helping to guide its strategic direction and ensure its success in promoting economic development and improving the quality of life in Roane County. This involves participating in meetings, offering expertise, and advocating for the Alliance's goals. 6. HARRIMAN ROTARY CLUB POSITION: President Elect NATURE: Rotary International is a global network of community and business leaders united by a shared vision of creating lasting change in the world. It functions as a non-profit, non-political, and non-religious organization focused on humanitarian service, high ethical standards, and global goodwill and peace. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/10/2025 ADDRESS: PO Box 633 Harriman TN 37748 DESCRIPTION: The Rotary Club President-Elect's duties typically include: Learn club operations, attend training (e.g., PETS), and develop goals for their upcoming presidential year. Work with the current president and board to create a strategic plan, budget, and calendar for their term. Shadow the current president, chair committees, and build relationships with members to ensure a smooth transition. Represent the club at district events, conferences, and meetings to stay informed and connected. Assist the current president with club activities, projects, and member engagement initiatives. Recruit and prepare the next president-elect and board members.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-06
• S63 Uniform Securities Agent State Law Examination
  2019-04-05