Kindra Jean Byerly
Investment adviser representative at Osaic Advisory Services, LLC
14 yearsExperience
2 statesRegistered in
$15.5BFirm assets
12 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
14 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCJan 2024 to now
- Triad Hybrid SolutionsJan 2024 to now
- Triad AdvisorsJan 2024 to Aug 2024
- Cetera Advisors LLCSep 2022 to Jan 2024
- Sageview Advisory Group, LLCSep 2021 to Jan 2024
- Cetera Investment Advisers LLCNov 2020 to Jan 2024
- First Allied Advisory Services, Inc.Sep 2020 to Nov 2020
- First Allied Securities, Inc.Oct 2013 to Sep 2022
- First Allied Securiites, Inc.Oct 2013 to Sep 2020
- Bloomfield Hills FinancialOct 2010 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 5850232
- Firm CRD
- 171070