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Chad Timothy Kihm

Osaic Wealth, Inc.

San Luis Obispo, CA

Bee Cave, TX

CRD 7894234

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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
CA RA APPROVED 2024-05-30
TX RA APPROVED 2024-05-30
  • CA RA
    APPROVED
    Since 2024-05-30
  • TX RA
    APPROVED
    Since 2024-05-30

Branch Locations

San Luis Obispo, CA • United States

3821 Juniper Trace Suite 208, Bee Cave, TX 78738 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
App Scrolls Inc. Dba Gamerspeak San Luis Obispo CA 02/2015 Present
Osaic Austin TX 03/2024 Present
  • 02/2015 → Present
    App Scrolls Inc. Dba Gamerspeak
    San Luis Obispo, CA
  • 03/2024 → Present
    Osaic
    Austin, TX
Other Businesses

IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/27/2024 ADDRESS: 3821 Juniper Trace, Suite 208, Bee Cave TX 78738, United States DESCRIPTION: Using IronBridge Wealth Counsel, LLC as marketing name for securities business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-29
  • S66 Uniform Combined State Law Examination
    2024-05-29
Other Names
  • Chad Kihm

View on SEC IAPD

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