Kathryn Gudauskas
Kathryn Gudauskas is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 25 years of industry experience. Kathryn 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
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Regulatory History (1)
Employment Separation After Allegations
December 2010Other Business Activities
Kathryn is a program assistant at Gigi's Playhouse Tinley Park, a non-profit organization, since January 2025. This activity involves assisting in supervising in-person programs and collaborating with staff, taking about 10-20% of her time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Woodbury Financial Services, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
David A. Noyes & CompanyBroker
David A. Noyes & Company
Capital Management Associates,inc.
Investment Professionals, INC.
Investment Professionals, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Mcdonald Investments INC.Broker
Morgan Stanley Dw INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations51 states
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.