Richard N Kohtz
Investment adviser representative at Osaic Wealth, Inc.
17 yearsExperience
1 stateRegistered in
PFSDesignation
$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.May 2025 to now
- Runnit LLCMay 2023 to now
- Montana Movement Arts Center LLCNov 2018 to now
- Runnit Wealth ManagementJan 2025 to Mar 2025
- Msu DoitJan 2024 to Mar 2025
- Elev8 Financial Group LLCJan 2018 to Nov 2022
- Avantax Insurance Agency, LLC.Jan 2017 to May 2025
- Kohtz & Co, LLCMar 2010 to Apr 2020
- Avantax Investment Services, Inc.Dec 2008 to Mar 2025
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 5397932
- Firm CRD
- 23131