Leslie
Klug

Osaic Wealth, Inc

CRD#6336948
Investment Advisor
in Great Bend, KS

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About this Advisor

Leslie Klug is a financial advisor based in Great Bend, Kansas, working with Osaic Wealth, Inc. Leslie has previously held positions at Questar Capital Corporation, Francis Enterprises, Inc, Club 1 Fitness, Questar Asset Management, Woodbury Financial Services, Inc, and Osaic Wealth, Inc. Leslie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, Leslie is part of Osaic Wealth, Inc, which operates out of Great Bend, Kansas. 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1015 Mckinley St
Great Bend, KS 67530

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Osaic Wealth, Inc Brokerage Details

Total Assets Under Management

$94,557,613,744

KS Average: $1,555,372,352
Total Number of Employees

6,838

KS Average: 37
Total Number of Accounts

437,201

KS Average: 1,370
Average Account Size

$216,280

KS Average: $1,135,308

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

Leslie Klug Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2019 - Present (5 years)

Woodbury Financial Services, Inc

2019 - Present (5 years)

Woodbury Financial Services, Inc

2014 - Present (10 years)

Club 1 Fitness

2013 - Present (11 years)

Francis Enterprises, Inc

2016 - 2019 (3 years)

Questar Asset Management

2014 - 2019 (5 years)

Questar Capital Corporation

Disclosures

Please visit the SEC profile of Leslie Klug 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 Wealth, Inc

David Ortiz
Norman, OK
Lisa Fox
Statesville, NC
Mikal Ludolph
Waterloo, IA
Casey Harding
Midlothian, TX
Phillip Laird
Lake Worth, FL
Thomas Wagaman
Mc Lean, VA
David Watercutter
Fort Wayne, IN
Zachary Mcqueen
Overland Park, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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