David Lucero Krahn
Investment adviser representative at Osaic Wealth, Inc.
12 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
12 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- MhsaaSep 2018 to now
- Woodbury Financial Services IncAug 2023 to Jan 2024
- Bridgewise Financial PartnersMay 2023 to Jun 2023
- Equitable Advisors LLCMar 2023 to May 2023
- FieldworksMay 2022 to Jul 2022
- EdustaffNov 2021 to Apr 2022
- Committee To Elect Brian JayeMay 2021 to Oct 2022
- Oakland University Rec CenterAug 2019 to Apr 2022
- Luckys SteakhouseJun 2018 to Aug 2018
- Imlay City Community SchoolsJul 2017 to Aug 2017
- Imlay City High SchoolJul 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7709279
- Firm CRD
- 23131