Henry William Kettler

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 09/2020 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2016 → 08/2020
  Texas A&M
  College Station, TX
• 06/2019 → 08/2019
  Integrated Financial
  Austin, TX
• 06/2018 → 08/2018
  Raymond Kettler
  Brenham, TX
• 01/2017 → 05/2018
  Texas A&M 12Th
  College Station, TX
• 06/2017 → 08/2017
  City Of Brenham
  Brenham, TX
• 08/2024 → Present
  Osaic Wealth, Inc.
  Houston, TX
• 07/2025 → Present
  Osaic Advisory Services
  Atlanta, GA

Other Businesses

1)Robare & Jones Wealth Management;investment related;20405 State Highway 249,Suite 250,Houston,TX 77070;wealth management;advisory associate;9/16/2020;180 hrs/month;6.5 hrs/month;assisting the financial advisors

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-17

Designations

• Certified Financial Planner

Other Names

• Henry W Kettler