Katherine Ann Tunstall
Investment adviser representative at Osaic Wealth, Inc.
13 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
13 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- College of the MainlandMar 2023 to now
- Advisor GroupJun 2022 to now
- College of the MainlandAug 2020 to Jun 2022
- Santa Fe Junior HighAug 2019 to Aug 2020
- NoneMay 2019 to Aug 2019
- Clear Creek IsdOct 2018 to May 2019
- The Social SeagullJan 2018 to Dec 2018
- NoneJan 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 3253254
- Firm CRD
- 23131