Kathleen Helen Williams

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

• 12/1995 → Present
  Advance Financial Lighthouse, Inc
  Oklahoma City, OK
• 07/2002 → 11/2023
  Fsc Securities Corporation
  Oklahoma City, OK
• 11/2023 → Present
  Osaic Wealth, Inc.
  Oklahoma City, OK

Previous Registrations

• 2002-08-22 → 2023-11-03
  Fsc Securities Corporation
  Oklahoma City, OK
• 2002-07-02 → 2002-07-19
  Cetera Advisors Llc
  Denver, CO

Other Businesses

1. ADVANCE FINANCIAL LIGHTHOUSE, INC POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2011 ADDRESS: 4334 NW Expressway, suite 268, Oklahoma City OK 73116, United States DESCRIPTION: This is my DBA name I use to conduct business through FSC Securities. I hold my RIA with FSC, I am not my own RIA. Most business conducted would be insurance with Blue Cross Blue Shield or seminars/speaking engagements that would be approved through FSC. 2. KATHY INSPIRES POSITION: Coaching/ speaker/author NATURE: To Inspire and motivate people, teach organizational leadership development to corporations. The goal is to help people believe they are capable of reaching higher heights, and become leaders in their own lives, in order to become effective leaders in corporations, and in their communities. Possible Products are: Motivational and inspirational speaking, leadership development, life coaching services, book in progress, INVESTMENT RELATED: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2025 ADDRESS: 4334 NW Expressway, Ste 268, Oklahoma City OK 73116, United States DESCRIPTION: Marketing, visionary teach organizational leadership Speaking & Engagements Delivering motivational talks and keynote presentations centered on personal growth, overcoming adversity, and empowerment away from scarcity mindset Coaching & Mentorship: Guiding women through transformational coaching programs that help them align their values, finances, and life goals. Content Development: Creating original inspirational content, tools to help others live intentionally and with courage. Brand Building: Shaping the voice, message, and impact of Kathy Inspires across digital platforms, social media, and upcoming product lines. Business Strategy & Development: Designing future offerings such as books, courses, and products while nurturing community engagement and collaboration

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-31
• S63 Uniform Securities Agent State Law Examination
  1988-04-19

Other Names

• Kathy Hill William
• Kathy Williams
• Kathleen Helen Hill