Melanie A Kunze
Investment adviser representative at Osaic Wealth, Inc.
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm assets
Are you Melanie A Kunze? Claim your profile
Contact this firm
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
20 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Smazal's Hunters ChoiceJun 2021 to now
- Woodbury Financial, Inc.Jul 2022 to Jan 2024
- Mcneely FinancialJun 2021 to Jun 2023
- Marathon School DistrictJun 2021 to Aug 2021
- Nestle Pizza DivisionApr 2020 to Aug 2020
- Rec SportsSep 2019 to Jun 2023
- The University of Wisconsin - La CrosseSep 2019 to May 2023
- Marathon School DistrictJun 2019 to Aug 2019
- Nestle Pizza DivisionJun 2019 to Aug 2019
- ShopkoMay 2018 to Aug 2018
- Abbotsford School DistrictSep 2006 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7392543
- Firm CRD
- 23131