Kaden McClintock (CRD# 6724761) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Dodge, IA and has over 5 years of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 4198301
Lpl Financial LLC
CRD# 2240774
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Fort Dodge, IA | Jan 2024 - Current | < 1 |
Woodbury Financial Services Inc. | Fort Dodge, IA | Apr 2019 - Jan 2024 | 4 |
Ameriprise Financial Services, Inc. | Fort Dodge, IA | May 2018 - Apr 2019 | < 1 |
Iowa State University | Ames, IA | Aug 2015 - May 2018 | 2 |
Campustown | Ames, IA | Sep 2017 - Apr 2018 | < 1 |
Northwestern Mutual | Carroll, IA | Jun 2017 - Aug 2017 | < 1 |
Unemployed | Ames, IA | Sep 2016 - May 2017 | < 1 |
Jensen Builder's Ltd | Fort Dodge, IA | May 2016 - Aug 2016 | < 1 |
Kingland Systems Corporation | Ames, IA | Sep 2015 - May 2016 | < 1 |
Jensen Builder's Ltd | Fort Dodge, IA | May 2015 - Aug 2015 | < 1 |
Iowa Central Community College | Fort Dodge, IA | Jan 2015 - May 2015 | < 1 |
Wartburg College | Waverly, IA | Sep 2014 - Dec 2014 | < 1 |
Unemployed | Fort Dodge, IA | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- IA
- TX
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.