Kevin Giammalva (CRD# 7363759) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Atkinson, WI and has 1 year of experience in the finance industry.
CRD# 5318395
Thrivent Investment Management Inc.
CRD# 2152775
Thrivent Investment Management Inc.
CRD# 1708680
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Fort Atkinson, WI | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Fort Atkinson, WI | Apr 2021 - Jan 2024 | 2 |
| Arete Classical Academy | Gilbert, AZ | Jul 2018 - Jan 2021 | 2 |
| First Baptist Church Of Temple City | Temple City, CA | Jun 2017 - Jun 2018 | 1 |
| Moody Bible Institute | Spokane, WA | Aug 2014 - Jun 2017 | 2 |
| Moody Bible Institute | Spokane, WA | Aug 2013 - Jun 2017 | 3 |
| Union Gospel Mission - Thrift Store | Spokane, WA | May 2015 - Jan 2016 | < 1 |
| Moody Bible Institute | Spokane, WA | May 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- WI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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