Kasia
Medlar
Osaic Advisory Services, LLC
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About this Advisor
Kasia Medlar is a financial advisor based in Atlanta, Georgia, working with Osaic Advisory Services, LLC. Kasia has previously held positions at Triad Advisors, Allied Personnel-Guardian, The Hartford, and Triad Hybrid Solutions. Kasia has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Kasia is part of Osaic Advisory Services, LLC, which operates out of Atlanta, Georgia. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 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 Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
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
Kasia Medlar Work History
Triad Advisors
Triad Hybrid Solutions
Allied Personnel-Guardian
The Hartford
Disclosures
Please visit the SEC profile of Kasia Medlar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Advisory Services, LLC
Atlanta, GA
Allentown, PA
Knoxville, TN
Atlanta, GA
Allentown, PA
Atlanta, GA
New Baltimore, MI
Bend, OR
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