Steven Michael Kampwerth
Investment adviser representative at Osaic Wealth, Inc.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Osaic Wealth, Inc.Oct 2025 to now
- Osaic Wealth/highland CapitalAug 2025 to now
- Crump Life Insurance ServicesJan 2025 to Aug 2025
- Lion Street FinancialMay 2020 to Jan 2025
- Investacorp IncFeb 2016 to May 2020
- Highland Capital BrokerageSep 2008 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2756491
- Firm CRD
- 23131