Kyle Alan Cox
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Osaic Wealth, Inc.Nov 2020 to now
- Hornor, Townsend & Kent, LLCJun 2019 to Nov 2020
- Penn Mutual Life Insurance CompanyMay 2019 to Nov 2020
- Penn Mutual / Pacific Capital Resource Group, Inc.Jan 2019 to Mar 2019
- Washington State UniversityAug 2017 to May 2019
- Frito LayMay 2017 to Sep 2017
- Washington State UniversityAug 2016 to Jan 2017
- Discount TireNov 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
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
- 7113244
- Firm CRD
- 23131