Taylor Kirkpatrick quesenberry
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.Oct 2025 to now
- Northwest Retirement Services (osaic Wealth)Apr 2023 to Oct 2025
- Pacific Cascade Federal Credit UnionJul 2022 to Apr 2023
- Rack Room ShoesMay 2020 to Jul 2022
- UnemployedMar 2020 to May 2020
- Panda Restaurants LLCJul 2019 to Mar 2020
- Northwest Retirement ServicesMay 2019 to Jul 2019
- Marist Catholic and Sheldon High Schools & Willamette ChristianSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7731120
- Firm CRD
- 23131