Kerry Michael Roberts

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

• 10/2004 → Present
  Lincoln Financial
  Austin, TX
• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Austin, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Buda, TX

Previous Registrations

• 2004-10-28 → 2025-01-24
  Osaic Fs, Inc.
  Austin, TX
  Buda, TX

Other Businesses

1) KERRY ROBERTS, 7500 W HWY 71, AUSTIN, TX 78735. CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE; AND FIXED AND EQUITY-INDEXED ANNUITIES. START DATE: 09/01/90 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 100 NO FORM BR UPDATE REQUIRED. CENTRAL TEXAS FINANCIAL GROUP, 7500 W HWY 71, SUITE 204, AUSTIN, TX 78735. CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERING DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE; AND FIXED AND EQUITY-INDEXED ANNUITIES. START DATE: 09/01/90 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 100 (FORM BR SHOULD DISCLOSE DBA CENTRAL TEXAS FINANCIAL GROUP AND WEBSITE 2) KERRY ROBERTS, 589 N FM 1626, SUITE 309, BUDA, TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER LIFE SETTLEMENTS AND TRADITIONAL LIFE INSURANCE START DATE: 12/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 UPDATE FORM BR: YES

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-07
• S63 Uniform Securities Agent State Law Examination
  1990-12-21

Other Names

• K R Roberts
• Kerry M Roberts