Nicholas Krey
Investment adviser representative at Osaic Wealth, Inc.
15 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
15 years in the industry.
- Osaic Wealth, Inc.Aug 2026 to now
- Commonwealth Financial NetworkJan 2025 to Aug 2026
- Midwest Financial GroupFeb 2022 to Aug 2026
- Commonwealth Financial NetworkFeb 2022 to Dec 2024
- Edward JonesJan 2020 to Feb 2022
- Always Rising Media, LLCDec 2019 to Jan 2022
- E4 Insurance Services, LLCNov 2019 to Dec 2019
- Race Day Events, LLCNov 2019 to Dec 2019
- LyftOct 2017 to Oct 2017
- 608 Threads, LLCAug 2017 to Dec 2019
- UberOct 2016 to Dec 2018
- AdvocareDec 2012 to Dec 2019
- Insurance Services Group, IncNov 2011 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7210360
- Firm CRD
- 23131