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Peter Andrew Kranenburg

Osaic Wealth, Inc.

Provo, UT

CRD 1086041

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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:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-01
UT RA APPROVED 2023-09-01
  • TX RA
    APPROVED_RES
    Since 2023-09-01
  • UT RA
    APPROVED
    Since 2023-09-01

Branch Locations

5314 River Run Drive Suite 300, Provo, UT 84604 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peter Kranenburg, Cpa Orem UT 04/1986 Present
Next Financial Group, Inc. Lehi UT 01/2005 08/2018
Sagepoint Financial, Inc. Lehi UT 08/2018 Present
Osaic Wealth, Inc. Lehi UT 09/2023 Present
  • 04/1986 → Present
    Peter Kranenburg, Cpa
    Orem, UT
  • 01/2005 → 08/2018
    Next Financial Group, Inc.
    Lehi, UT
  • 08/2018 → Present
    Sagepoint Financial, Inc.
    Lehi, UT
  • 09/2023 → Present
    Lehi, UT
Previous Registrations
  • 2018-09-04 → 2023-09-01
    Osaic Services, Inc.
    Lehi, UT
    Lehi, UT
    Scottsdale, AZ
  • 2005-01-10 → 2018-09-06
    Next Financial Group, Inc.
    Lehi, UT
  • 2003-12-02 → 2004-12-31
    Mony Securities Corporation
    Lehi, UT
  • 2002-10-04 → 2003-12-02
    Trusted Securities Advisors Corp.
    Lehi, UT
  • 2000-05-23 → 2002-08-07
    National Planning Corporation
    Orem, UT
Other Businesses

1) KRANENBURG ACCOUNTING & TAX SERVICE CPA'S PC POSITION: CPA/Owner NATURE: CPA work. Currently inactive business. No revenues. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1986 ADDRESS: 2972 W. Maple Loop Drive Ste 302, Lehi UT 84043, United States DESCRIPTION: All powers, All duties 2) PAKJ INVESTMENTS LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/15/1999 ADDRESS: 2972 W Maple Loop Drive Ste302, Lehi UT 84043, United States DESCRIPTION: Real-estate investments and management 3) PAKJ2 INVESTMENTS LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2014 ADDRESS: 2972 W Maple Loop Drive Ste 302, Lehi UT 84043, United States DESCRIPTION: Real Estate Investments and management. 4) INDEPENDENCE DAY ARMS AND AMMUNITION LLC POSITION: Member NATURE: The structure is a LLC with 2 members. Myself and my son. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 2972 W Maple Loop Drive #302, Lehi UT 84043, United States DESCRIPTION: Monitoring website, delivery of firearms and reporting sales and registration of owners to ATF as required. Finding vendors and items we wants to resale through our website. 5) PETER A KRANENBURG POSITION: Sales Rep.. NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1986 ADDRESS: 2972 W Maple Loop Drive Suite 302, Lehi UT 84043, United States DESCRIPTION: Get quotes for clients, helping with applications and delivering policies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-17
S63 Uniform Securities Agent State Law Examination 1995-11-22
  • S65 Uniform Investment Adviser Law Examination
    1999-12-17
  • S63 Uniform Securities Agent State Law Examination
    1995-11-22
Other Names
  • Peter Andrew Kranenburg
  • Pete Kranenburg

View on SEC IAPD

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