Kathryn Lynn Gudauskas

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

• 07/2015 → 03/2019
  Woodbury Financial Services Inc
  Warrenville, IL
• 03/2019 → Present
  Sage Point Financial
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2019-03-27 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Phoenix, AZ
  Scottsdale, AZ
• 2015-07-29 → 2018-08-23
  Woodbury Financial Services, Inc.
  Warrenville, IL
• 2012-06-18 → 2015-08-14
  Sanctuary Securities, Inc.
  Miami, FL
• 2012-02-10 → 2015-06-16
  Capital Management Associates,Inc.
  Lisle, IL
• 2011-06-16 → 2012-02-28
  Investment Professionals, Inc.
  San Antonio, TX
  Orland Park, IL
• 2005-10-21 → 2010-12-21
  Ubs Financial Services Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1. GIGI'S PLAYHOUSE TINLEY PARK POSITION: Program Assistant NATURE: Non-profit 501(c3) INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/11/2025 ADDRESS: 15954 S Harlem Ave, Tinley Park IL 60477, United States DESCRIPTION: Assist in supervising in person programs and collaborate with Playhouse staff. Provide high quality outcome driven programs according to the models developed by GIGI's Playhouse

Exams

• S66 Uniform Combined State Law Examination
  2005-10-04
• S63 Uniform Securities Agent State Law Examination
  2003-10-14

Other Names

• Kathryn L. Dudlo
• Kathryn L Wohlbedacht