Tae Chung Kim

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

• 01/2009 → 07/2017
  Principal Life Insurance Company
  Overland Park, KS
• 01/2009 → 07/2017
  Princor Financial Services Corporation
  Overland Park, KS
• 10/2002 → 07/2017
  Benefits Design Group
  Overland Park, KS
• 06/2011 → 07/2017
  Douglas R Peete & Associates
  Overland Park, KS
• 07/2017 → 01/2024
  Woodbury Financial Services Inc
  Overland Park, KS
• 01/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2017-07-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Overland Park, KS
• 2015-12-17 → 2017-07-28
  Principal Securities, Inc.
  Overland Park, KS
  Overland Park, KS

Other Businesses

1) CORNERSTONE COMPANIES POSITION: Agent NATURE: partnership INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/28/2017 ADDRESS: 4400 College Blvd, Ste 350, Overland Park KS 66211, United States; DESCRIPTION: Fixed insurance products 2) CORNERSTONE WEALTH MANAGEMENT, LLC POSITION: Wealth Management NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 174 SECURITIES TRADING HOURS: 140 START DATE: 07/31/2017 ADDRESS: 10561 Barkley St, Ste 200, Overland Park KS 66212, United States DESCRIPTION: Develop relationships with new clients and maintain relationships with existing clients with asset management.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-01
• S63 Uniform Securities Agent State Law Examination
  2009-02-28

Other Names

• Tae Chung Kim
• Taechung Kim