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Peter Kranenburg

30 Years of Experience
Lehi, UT
1 DisclosureBrokerSells Insurance

Peter Kranenburg is a registered investment advisor at Osaic Wealth, INC., based in Lehi, UT, with 30 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

2972 West Maple Loop, Suite 302, Lehi, UT, 84043

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History

Regulatory History (1)
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Criminal
June 2025
Final Disposition
Other Business ActivitiesSells Insurance

Peter is a CPA at Kranenburg & Kranenburg Inc., dedicating full-time hours to accounting, payroll, tax, and business planning. He also manages real estate investments through PAKJ Investments LLC and PAKJ2 Investments LLC, and is a member of Independence Day Arms and Ammunition LLC, spending minimal time on each.

Employment History
Current Registrations
Osaic Wealth, INC.
September 2023 - Present · 2 yrs 10 mos
Osaic Wealth, INC.Broker
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
Sagepoint Financial, INC.
September 2018 - September 2023 · 5 yrs
Sagepoint Financial, INC.Broker
August 2018 - September 2023 · 5 yrs 1 mo
Next Financial Group, INC.
January 2005 - September 2018 · 13 yrs 8 mos
Next Financial Group, INC.Broker
January 2005 - September 2018 · 13 yrs 8 mos
Mony Securities Corporation
December 2003 - December 2004 · 1 yr
Mony Securities CorporationBroker
December 2003 - December 2004 · 1 yr
Trusted Advisors
October 2002 - December 2003 · 1 yr 2 mos
Trusted Securities Advisors CORP.Broker
August 2002 - December 2003 · 1 yr 4 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2000 - August 2002 · 2 yrs 3 mos
National Planning CorporationBroker
June 1999 - August 2002 · 3 yrs 2 mos
Royal Alliance Associates, INC.Broker
July 1996 - June 1999 · 2 yrs 11 mos
Wma Securities, INC.Broker
February 1996 - July 1996 · 5 mos
State Registrations9 states
CACOIDOHORTXUTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.