Kelsey Nicole Hunter
Investment adviser representative at Osaic Wealth, Inc.
16 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
16 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Woodbury Financial Services IncMar 2023 to Jan 2024
- Minnesota Life Insurance CoMar 2019 to Mar 2023
- Securian Financial Services IncMar 2019 to Mar 2023
- Wealth Strategies Financial GroupMar 2019 to Mar 2023
- Foresters Financial ServicesJan 2018 to Mar 2019
- Rhl GroupOct 2016 to Jan 2018
- Oakland UniversityMay 2012 to Dec 2017
- Leos Coney IslandNov 2011 to Jan 2020
- Modern ClassicsJan 2010 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6719425
- Firm CRD
- 23131