Kade
Orsburn
Solutions 4 Wealth
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About this Advisor
Kade Orsburn is a financial advisor who works in Southlake, Texas with 2 years of industry experience. Orsburn is on the advisory team at Solutions 4 Wealth. Throughout their career, they have worked at Solutions 4 Wealth, Denton County District Attorney'S Office, Baylor University Football, Liberty Christian High School, Callisburg High School, Baylor University, Texas A&M University, The Law Offices Of Tim Powers and Baylor Univesity. Orsburn maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Texas. Solutions 4 Wealth is an advisory firm headquartered in Southlake, TX. It has offices in two locations and a total of nine financial advisors. It oversees $120 million in assets under management between its 632 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 632 customer accounts, 31% are associated with high-net-worth clients who have more than $1 million in investable assets. Solutions 4 Wealth provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fees billed by Solutions 4 Wealth likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Solutions 4 Wealth Brokerage Details
$119,614,937
9
632
$189,264
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Kade Orsburn Work History
Kade has been registered as a financial advisor for 2 years.*
Solutions 4 Wealth
The Law Offices Of Tim Powers
Denton County District Attorney'S Office
Baylor University Football
Texas A&M University
Baylor Univesity
Baylor University
Callisburg High School
Liberty Christian High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kade Orsburn 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 Solutions 4 Wealth
Southlake, TX
Southlake, TX
Southlake, TX
Plano, TX
Southlake, TX
Southlake, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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