Peter Andrew Kranenburg

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

• 01/2007 → 08/2018
  Next Financial Group, Inc
  Houston, TX
• 08/2018 → 09/2023
  Sagepoint Financial, Inc.
  Lehi, UT
• 09/2023 → Present
  Osaic Wealth, Inc.
  Lehi, UT

Previous Registrations

• 2018-09-04 → 2023-09-01
  Osaic Services, Inc.
  Lehi, UT
• 2012-01-30 → 2018-09-06
  Next Financial Group, Inc.
  Houston, TX
  Lehi, UT

Other Businesses

1. KRANENBURG & KRANENBURG, INC. POSITION: EMPLOYEE NATURE: CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2010 ADDRESS: 2972 W MAPLE LOOP, SUITE 302, LEHI UT 84043, United States DESCRIPTION: MEET WITH CLIENTS AND DISCUSS TAXES AND PREPARE A VARIETY OF TAX RETURNS. 2. INDEPENDENCE DAY ARMS AND AMMUNITION POSITION: MEMBER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 11/15/2019 ADDRESS: 2972 W MAPLE LOOP, SUITE 302, LEHI UT 84003, United States DESCRIPTION: NONE 3. KRANENBURG TAX AND CONSULTING SERVICES INC POSITION: PRESIDENT NATURE: S CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2025 ADDRESS: 2972 W MAPLE LOOP DRIVE, STE 302, LEHI UT 84048, United States DESCRIPTION: MEET WITH CLIENTS TO CONSULT ON AND PREPARE A VARIETY OF TAX RETURNS. 4. KRANENBURG & KRANENBURG, INC. POSITION: NONE NATURE: CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 2972 W MAPLE LOOP, SUITE 302, LEHI UT 84043, United States DESCRIPTION: None 5. TNPAV HOLDINGS LLC POSITION: MEMBER NATURE: COMMERCIAL REAL ESTATE HOLDINGS AND MANAGEMENT. My wife, Andrea Kranenburg is the other member of the LLC. TNPAV holdings LLC will own the property that is being managed. That is correct. We will receive no compensation. I believe this answers all of your questions. Please let me know if you need anything else. Thank you. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2025 ADDRESS: 2972 W MAPLE LOOP DRIVE, STE 302, LEHI UT 84048, United States DESCRIPTION: MANAGE THE COLLECTION OF RENT AND PAYMENT OF MORTGAGE, UTILITIES AND OTHER LIABILITIES.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-11
• S63 Uniform Securities Agent State Law Examination
  2006-10-07

Other Names

• Peter Andrew Kranenburg