Kathryn Lynn Austin
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Osaic Wealth, Inc.May 2026 to now
- OsaicMay 2026 to now
- Benjamin F EdwardsOct 2023 to May 2026
- UnemploymentJul 2023 to Oct 2023
- Bay Equity MortgageMay 2023 to Jul 2023
- Financial Security BankMar 2023 to May 2023
- State Farm InsuranceNov 2022 to Mar 2023
- Homestar FinancialNov 2021 to Nov 2022
- Land Home Financial ServicesMar 2017 to Nov 2021
- UnemploymentJan 2017 to Mar 2017
- American Equity and Mortgage AdvisorsSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5269369
- Firm CRD
- 23131