Bryan
Kranek

Osaic Wealth, Inc

CRD#5483305
Investment Advisor
in Chagrin Falls, OH

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About this Advisor

Bryan Kranek is a financial advisor based in Chagrin Falls, Ohio, working with Osaic Wealth, Inc. Bryan has previously held positions at Mml Investors Services, Inc, Massmutual Financial Group, Sagepoint Financial, and Osaic Wealth, Inc. Bryan has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Bryan is part of Osaic Wealth, Inc, which operates out of Chagrin Falls, Ohio. 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 66

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

Chagrin Falls, OH

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Osaic Wealth, Inc Brokerage Details

Total Assets Under Management

$94,557,613,744

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

6,838

OH Average: 37
Total Number of Accounts

437,201

OH Average: 1,370
Average Account Size

$216,280

OH 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

Bryan Kranek Work History

2023 - Present (1 year)

Osaic Wealth, Inc

2015 - 2023 (8 years)

Sagepoint Financial

2010 - 2015 (5 years)

Mml Investors Services, Inc

2010 - 2015 (5 years)

Massmutual Financial Group

Disclosures

Please visit the SEC profile of Bryan Kranek 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

Mikal Ludolph
Waterloo, IA
James Cosgriff
Buffalo, NY
Austin Kemmerer
Effingham, IL
Zachary Mcqueen
Overland Park, KS
Phillip Laird
Lake Worth, FL
Thomas Wagaman
Mc Lean, VA
David Watercutter
Fort Wayne, IN
Karly Witte
Emporia, KS

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