Paul
Cunningham
Osaic Wealth, Inc
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About this Advisor
Paul Cunningham is a financial advisor based in Golden, Colorado, working with Osaic Wealth, Inc. Paul has previously held positions at Cunningham Group, Questar Capital Corporation, Osaic Wealth, Inc, Woodbury Financial Services Inc, Questar Asset Management, Woodbury Financial Services, Inc, Cetera Advisor Networks, LLC, Advisornet Wealth Management, Advisornet Financial Partners, and Paul Cunningham. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Maryland, and Texas. Currently, Paul is part of Osaic Wealth, Inc, which operates out of Golden, Colorado. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Paul Cunningham Work History
Osaic Wealth, Inc
Woodbury Financial Services Inc
Pual Cunningham
Cunningham Group
Cetera Advisor Networks, LLC
Advisornet Wealth Management
Advisornet Financial Partners
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Questar Asset Management
Questar Capital Corporation
Disclosures
Please visit the SEC profile of Paul Cunningham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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