Kindra Jean Byerly

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

• 10/2010 → 11/2020
  Bloomfield Hills Financial
  Bloomfield Hills, MI
• 10/2013 → 09/2020
  First Allied Securiites, Inc.
  San Diego, CA
• 10/2013 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 09/2020 → 11/2020
  First Allied Advisory Services, Inc.
  San Diego, CA
• 09/2020 → 11/2020
  First Allied Advisory Services
  Schaumburg, IL
• 09/2021 → 01/2024
  Sageview Advisory Group, Llc
  Newport Beach, CA
• 09/2022 → 01/2024
  Cetera Advisors Llc
  Bloomfield Hills, MI
• 11/2020 → 01/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → 08/2024
  Triad Advisors
  Norcross, GA
• 01/2024 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Bloomfield Hills, MI

Previous Registrations

• 2020-11-12 → 2024-01-11
  Cetera Investment Advisers Llc
  Bloomfield Hills, MI
• 2021-12-22 → 2024-01-05
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
  Bloomfield Hills, MI
• 2020-09-03 → 2020-11-12
  First Allied Advisory Services, Inc.
  Bloomfield Hills, MI

Other Businesses

1) Bloomfield Hills Advisory; investment related;300 E Long Lake Rd, Bloomfield Hills, Mi 48304;llc and primary name that operating under to provide services and advice; wealth advisor;1/8/2024;120 hrs/month;120 hrs during trading; financial planning, trading accounts, income strategies, tax harvesting, retirement savings 2) BLOOMFIELD HILLS ADVISORY POSITION: Wealth Advisor NATURE: LLC per SOS of MI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/02/2024 ADDRESS: 300 E. Long Lake Rd, Ste 120, Bloomfield Hills MI 48304, United States DESCRIPTION: offer securities and financial planning to the public

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-21
• S63 Uniform Securities Agent State Law Examination
  2014-08-23

Other Names

• Kindra Jean Speck
• Kindra Jean Weir