Randy Kruse
Investment adviser representative at Osaic Advisory Services, LLC
30 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 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
30 years in the industry.
- Osaic Advisory Services, LLCJul 2026 to now
- Life Well Lived Financial GroupJul 2026 to now
- Osaic WealthJul 2026 to now
- UnemploymentMay 2026 to Jun 2026
- Edward JonesApr 2022 to May 2026
- S-5! Metal Roof InnovationsApr 2021 to Apr 2022
- Rockhill Electrical SystemsApr 2020 to Mar 2021
- UnemploymentFeb 2020 to Mar 2021
- Bon Appetit Management CompanyMar 1996 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 7529750
- Firm CRD
- 171070