Kathryn Bierschwale
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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
11 years in the industry.
- Osaic Institutions, Inc.May 2025 to now
- Texas First BankMay 2025 to now
- LPL Enterprise, LLCNov 2024 to May 2025
- The Prudential Insurance Co. of AmericaSep 2024 to May 2025
- Pruco Securities, LLCSep 2024 to Nov 2024
- Shieldmaiden FinancialMay 2022 to May 2025
- Union Financial, Inc.Feb 2022 to Sep 2024
- Principal Life Insurance CompanyMay 2021 to Sep 2024
- Principal Securities IncMay 2021 to Sep 2024
- Park Avenue SecuritiesApr 2021 to May 2021
- Guardian Life Insurance CompanyJul 2020 to May 2021
- Rethink WealthApr 2020 to May 2021
- Club PilatesMar 2018 to Mar 2021
- Durbin ConsultingNov 2015 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 5803925
- Firm CRD
- 35371