Hunter Lee Hesslen
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.Sep 2024 to now
- Edward JonesJun 2024 to Aug 2024
- Pinnacle Consulting - Lincoln FinancialJan 2024 to May 2024
- StarbucksJun 2023 to Aug 2023
- Pepperdine Housing and Residence LifeApr 2022 to Apr 2024
- Pepperdine International ProgramsAug 2021 to Apr 2022
- Marmalade CafeMay 2021 to Aug 2021
- Pepperdine UniversityAug 2020 to Apr 2024
- Unemployed - Greenwood High SchoolAug 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7782442
- Firm CRD
- 23131