Thomas Kraabel, financial advisor Vashon WA

Thomas Kraabel

CRD Number: 2480508
Current Firm: Osaic Wealth, Inc.

Thomas Kraabel (CRD# 2480508) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vashon, WA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Vashon, WA Jan 2024 - Current < 1
Woodbury Financial Services Inc. Vashon, WA May 2022 - Jan 2024 1
Securities America, Inc. Vashon Island, WA Nov 2020 - May 2022 1
Securities America Advisors, Inc. Vashon Island, WA Nov 2020 - May 2022 1
Arbor Point Advisors Vashon Island, WA Nov 2020 - May 2022 1
Kms Financial Services, Inc. Seattle, WA Jan 2004 - Nov 2020 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for Thomas R. Kraabel
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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