Graham Marshall Kent
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- University of Wisconsin-whitewaterSep 2023 to now
- Lucky ShotzJan 2024 to Aug 2024
- Camp AgawakMay 2023 to Aug 2023
- Great Point Capital, LLCAug 2021 to Mar 2023
- Applied Industrial TechnologiesAug 2020 to Jul 2021
- Weimer Bearings and TransmissionAug 2018 to May 2019
- Shiner ParkJul 2018 to Dec 2020
- Texas A&m UniversityAug 2016 to Aug 2020
- Wdm LandscapingMay 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
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
- 7427852
- Firm CRD
- 23131