Amanda Marie Duran
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Osaic Wealth, Inc.Sep 2026 to now
- LPL Financial LLCMar 2024 to Jul 2026
- River City FcuMar 2024 to Jul 2026
- Cuso Financial Services, LPApr 2019 to Mar 2024
- Frontier Investment Management CoNov 2018 to Jan 2019
- Broadway Wealth Solutions, Inc.Jan 2018 to Oct 2018
- Minnesota Life Ins CoJul 2013 to Jan 2018
- Planto Roe Financial Services, IncJul 2013 to Jan 2018
- Securian Financial Services, IncJul 2013 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
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
- 5804936
- Firm CRD
- 23131