Kristine Elisabeth Menko
Investment adviser representative at Osaic Wealth, Inc.
16 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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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
16 years in the industry.
- Osaic Wealth, Inc.May 2025 to now
- UnemployedJan 2025 to now
- Cambridge Investment Research Advisors, Inc.Mar 2024 to Jan 2025
- Cambridge Investment Research, Inc.Mar 2024 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to Mar 2024
- Raymond James & Associates, Inc.Aug 2019 to Dec 2021
- Ameriprise Financial Services, Inc.Apr 2018 to May 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2018
- Wells Fargo Advisors LLCMay 2010 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 3086894
- Firm CRD
- 23131