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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-14 |
Branch Locations
Clyde Hill, WA • United States
10900 Ne 8Th Street Suite 220, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 02/2015 | 11/2020 |
| Securities America, Inc. | Bellevue | WA | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | Bellevue | WA | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | Bellevue | WA | 06/2024 | Present |
| Osaic Wealth, Inc. | Bellevue | WA | 06/2024 | Present |
KSH ADVISORS LLC POSITION: Founder NATURE: KSH Advisors, LLC. It is the financial services firm I founded 1/24/2015. I am the sole proprietor of the firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/24/2015 ADDRESS: 10900 NE 8th Street, Suite 220, Bellevue WA 98004 DESCRIPTION: I founded KSH Advisors, a boutique financial services firm to provide financial planning and investment management for clients and their families. The vast majority of my business revenue is from ongoing advisory fees charged to provide ongoing oversight, planning and management of client's accounts, managed in line with their long term financial needs and goals. Occasionally, I take a client for financial planning purposes only and charge an hourly fee for that work.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-05 |
| S66 | Uniform Combined State Law Examination | 2006-04-07 |
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