Wick Cunningham
Investment adviser representative at Osaic Wealth, Inc.
13 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
13 years in the industry.
- Osaic Wealth, Inc.Apr 2026 to now
- Cunningham Financial ServicesApr 2026 to now
- Northwest Missouri State UniversityNov 2021 to now
- Marion Count Title AbstractDec 2020 to Oct 2021
- Northwest Missouri State UniversityJan 2020 to Nov 2020
- Northeast Nodaway School DistrictAug 2019 to Dec 2019
- UnemployedMay 2019 to Aug 2019
- Nodaway County Services, Association of Group HomesMay 2015 to Dec 2018
- Northwest Missouri State UniversityAug 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8251019
- Firm CRD
- 23131