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Kevin Kirkpatrick

Osaic Wealth, Inc.

Tigard, OR

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-05-05
TX RA APPROVED 2025-05-05
  • OR RA
    APPROVED
    Since 2025-05-05
  • TX RA
    APPROVED
    Since 2025-05-05

Branch Locations

16037 Sw Upper Boones Ferry Rd Suite 195, Tigard, OR 97224 • 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
Metlife Securities Lake Oswego OR 09/2015 03/2017
Massmutual Life Insurance Co Lake Oswego OR 07/2016 05/2025
Mml Investors Services, Llc Lake Oswego OR 03/2017 05/2025
Osaic Wealth Inc Tigard OR 05/2025 Present
  • 09/2015 → 03/2017
    Metlife Securities
    Lake Oswego, OR
  • 07/2016 → 05/2025
    Massmutual Life Insurance Co
    Lake Oswego, OR
  • 03/2017 → 05/2025
    Lake Oswego, OR
  • 05/2025 → Present
    Tigard, OR
Previous Registrations
  • 2025-04-29 → 2025-05-07
    Lake Oswego, OR
    Lake Oswego, OR
  • 2016-07-06 → 2017-03-25
    Msi Financial Services, Inc.
    Lake Oswego, OR
Other Businesses

1. NAME: KEVIN KIRKPATRICK INV REL: Y ADD: 5885 MEADOWS RD STE 850 LAKE OSWEGO OR 97035 NATURE: INDIVIDUAL LIFE/HEALTH, GROUP LIFE/HEALTH,DI OR FIXED ANNUITY BUSINESS POSITION: AGENT START DATE: 7/01/2016 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 2 2. INSURANCE PRODUCT SALES (LIFE, DISABILITY, FIXED ANNUITY SALES) POSITION: Agent NATURE: Sole proprietor brokering products to our clients from various insurance companies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/20/2015 ADDRESS: 12860 SW Watkins Ave, Tigard OR 97223, United States DESCRIPTION: We offer life insurance, disability insurance, fixed annuities through various insurance companies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-15
S63 Uniform Securities Agent State Law Examination 2008-08-27
  • S65 Uniform Investment Adviser Law Examination
    2016-06-15
  • S63 Uniform Securities Agent State Law Examination
    2008-08-27
Designations
Other Names
  • Kevin Richard Kirkpatrick

View on SEC IAPD

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